The LBJ FAMILY WEALTH ADVISORS, LTD. is a privately held investment adviser that advises $388.85mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. LBJ FAMILY WEALTH ADVISORS, LTD. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 21.43% over the last 5-years.
The Group has been registered with the SEC for 21.06 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 3800 NORTH LAMAR SUITE 200, AUSTIN, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 2 investment and 0 non-investment staff. The total number of Employees remained the same over the last few years.
Their $388.85mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 14 other accounts. Assets of High Net Worth Individuals clients own $314.92mn or 80.99% of Total Assets and Corporations or Other Businesses own $56.13mn or 14.44% of Total Assets.
The Group's top investment strategies include Traditional LBO, representing 100% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 2 private funds with $60.75K in assets.
The Group discloses fixed fees and management fees.
LBJ FAMILY WEALTH ADVISORS, LTD. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.