The AVIDIAN WEALTH SOLUTIONS is a privately held investment adviser that advises $4.78Bn in regulatory assets under management held in 4 SEC fund types across 3 investment strategies. AVIDIAN WEALTH SOLUTIONS 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 83.23% over the last 5-years.
The Group has been registered with the SEC for 21.21 years and is comprised of 1 filing and 0 relying advisers. They operate out of 5 office locations with their Headquarters at 800 TOWN & COUNTRY BLVD STE 220, HOUSTON, TEXAS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 59 employees comprised of 36 investment and 23 non-investment staff. The total number of Employees increased by 20.41% over the last 5-years.
Their $4.78Bn in assets advised are owned by 7 private funds, 0 public funds and BDCs and 24 other accounts. Assets of High Net Worth Individuals clients own $4.35Bn or 91.02% of Total Assets and Individuals own $285.36mn or 5.97% of Total Assets.
The Group's top investment strategies include Fund of Funds, Multi Strat and Long/Short Equity, representing 96.76%, 3.11% and 0.13% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 2 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
AVIDIAN WEALTH SOLUTIONS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.