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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Vaquero Private Wealth Ltd
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|---|---|
| CRD # | 305266 |
| SEC # | 801-117364 |
| CIK # | |
| AUM | $798.6 M (2025-07-14) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 214-269-7855 |
| Address | 8111 Douglas Avenue Dallas, TX 75225 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 13.2 |
| (b) Individuals (high net worth individuals) | 159 | 762.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 9.2 |
| (h) Charitable organizations | 4 | 6.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 3.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 4.0 |
| (n) Other | 0 | 0.0 |
| Total | 682 | 798.6 |
| By Discretionary | ||
| Discretionary | 655 | 750.6 |
| Non-Discretionary | 27 | 48.0 |
| Total | 682 | 798.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 798.6 | |
| Total | 682 | 798.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Claris Advisors LLC
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|
MO | 0.8 |
|
Teamwork Financial Advisors LLC
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|
TX | 0.8 |
|
Fortis Group Advisors LLC
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|
NJ | 0.8 |
|
Canopy Partners LLC
✚
|
OH | 0.8 |
|
Berthel Fisher & Company Financial Services Inc
✚
|
IA | 0.8 |
|
Claremont Capital Management LLC
✚
|
AZ | 0.8 |
|
Stablepoint Partners LLC
✚
|
MA | 0.8 |
|
Perryman Financial Advisory Inc
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|
TX | 0.8 |
|
Occidental Asset Management LLC
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|
CA | 0.8 |
|
Founders Capital Management LLC
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|
CT | 0.8 |