Tectonic Advisors LLC

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Tectonic Advisors LLC
CRD #139713
SEC #801-66385
CIK #0001859918
AUM $3.6 BB (2024-03-18)
Employees 13 (38% Investors, 46% Brokers)
Phone713-250-4200
Address17 Cowboys Way
Frisco, TX 75034
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
4.03.22.41.60.80.02005201120182025
CIK Period
0001859918
/
Sector Form 13F Holdings Cap ($MM) Value ($MM)
Vista Oil & Gas SAB de CV 690.0 17.4
Enterprise Products Partners L P 54,009.8 14.6
Clean Harbors Inc 4,778.9 11.3
LKQ Corp 14,124.7 9.2
Graphic Packaging Holding Co 6,301.8 8.4
Iron Mountain Inc 14,284.0 8.4
Progressive Corp/Oh/ 67,509.2 7.9
Verizon Communications Inc 211,914.0 7.8
Broadcom Inc 201,282.9 7.7
Enbridge Inc 86,202.3 7.6
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 1,370 0.3
(b) Individuals (high net worth individuals) 450 1.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 1.8
(g) Pension and profit sharing plans 127 0.1
(h) Charitable organizations 3 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 6,832 3.6
By Discretionary
Discretionary 6,631 3.5
Non-Discretionary 201 0.1
Total 6,832 3.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.6
Total 6,832 3.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001859918]
SC 13G [0001859918]
Form 13D/13G Filer Form 13D/13G Subject Filed
Tectonic Advisors LLC Unified Series Trust [2023-06-28]
Comparable Firms State AUM ($BB)
Mozaic LLC
CA 3.6
Legacy Advisors LLC
PA 3.6
Wellspring Financial Advisors LLC
OH 3.6
Salem Investment Counselors Inc
NC 3.6
Weaver C Barksdale & Associates Inc
TN 3.6
PGIM Custom Harvest LLC
NJ 3.6
R Squared BM LLC
CA 3.6
Karpus Management Inc
NY 3.5
Turtle Creek Management LLC
TX 3.5
ZWJ Investment Counsel Inc
GA 3.5
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