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| Keyboard |
| Your Advocates Ltd LLP
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|---|---|
| CRD # | 138612 |
| SEC # | 801-65283 |
| CIK # | 0001774437 |
| AUM | 448.1 M (2026-03-23) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 713-827-8014 |
| Address | 920 Memorial City Way Houston, TX 77024 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 18.9 | ||
| Conocophillips | 2.6 | ||
| Apple Inc | 1.4 | ||
| AECOM Technology Corp | 0.3 | ||
| Monopar Therapeutics | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Sotex Housing LP | 2015-03-27 | 1.3 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 27.1 |
| (b) Individuals (high net worth individuals) | 134 | 421.0 |
| (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 | 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 | 1,101 | 448.1 |
| By Discretionary | ||
| Discretionary | 1,101 | 448.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,101 | 448.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 448.1 | |
| Total | 1,101 | 448.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001774437] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Fund Types | Private Equity |
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|---|---|---|
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