| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| 1900 Formentera Fund II 2022 Series | Other Private | $22.1M | — |
| 1900 Elevate Music 4 2024 Series | Private Equity | $19.7M | — |
| 1900 Sv Forum 2024 Series | Real Estate | $15.4M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Jackson Lewis Control | Director | Under 5% | 2015 |
| Jefferson Bank Control | Owner | Over 75% | 2015 |
| Paul Everette McSween Control | Director | Under 5% | 2015 |
1900 Wealth Management LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
1900 Wealth Management LLC manages 10 private funds with combined gross assets of $85.6 million.
1900 Wealth Management LLC reports 13 employees.
1900 Wealth Management LLC is based in San Antonio, TX and has been SEC-registered since 2015.
1900 Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1900 Broadway, Suite 900, San Antonio, TX 78215 |
| Phone | 210-736-7770 |
| Fax | 210-736-7857 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1791996 |
| Discloses disciplinary history | No |
| Discretionary | $2.27B |
| Non-discretionary | $0 |
| Total (RAUM) | $2.27B |