|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Womack Financial LLC
✚
|
|
|---|---|
| CRD # | 174873 |
| SEC # | 801-130892 |
| CIK # | |
| AUM | $132.6 M (2025-02-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 214-843-0070 |
| Address | 4849 Greenville Ave Dallas, TX 75206 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Womack Capital Partners LP | [2024-07-10] | 0.0 | 6.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 79 | 19.3 |
| (b) Individuals (high net worth individuals) | 57 | 107.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 6.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 507 | 132.6 |
| By Discretionary | ||
| Discretionary | 507 | 132.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 507 | 132.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.6 | |
| Total | 507 | 132.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Joshua Womack | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Equilibrium Ventures LLC
✚
|
NY | 0.1 |
|
Tradewinds Asset Management LLC
✚
|
OR | 0.1 |
|
Capstone Investment Financial Group LLC
✚
|
NY | 0.1 |
|
Wayve Capital Management LLC
✚
|
0.1 | |
|
SCG Asset Management LLC
✚
|
IL | 0.1 |
|
Red Crane Wealth Management LLC
✚
|
CA | 0.1 |
|
Colrain Capital LLC
✚
|
MA | 0.1 |
|
Hover4Pi Capital Management Limited
✚
|
0.1 | |
|
Bergen Park Capital Management LLC
✚
|
0.1 | |
|
Braeside Investments LLC
✚
|
TX | 0.1 |