The ENCLAVE ADVISORS, LLC is a privately held investment adviser that advises $1.1Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ENCLAVE ADVISORS, LLC 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 2.89% over the last 5-years.
The Group has been registered with the SEC for 13.93 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 3600 N. CAPITAL OF TEXAS HWY. BLDG B, SUITE 180, AUSTIN, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 3 investment and 3 non-investment staff. The total number of Employees increased by 20% over the last 5-years.
Their $1.1Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 9 other accounts. Assets of High Net Worth Individuals clients own $1Bn or 91.07% of Total Assets and Charitable Organizations own $56.96mn or 5.17% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
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 0 private funds with $0 in assets.
The Group discloses management fees.
ENCLAVE ADVISORS, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.