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Austerra Wealth Management LLC

● SEC registered since 2022CRD 161964SEC# 801-126050Dallas, TX
Export (members)
Ranks #4,644 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$224.5M
Fund GAV
$221M
Private funds
2
Employees
3
Accounts
37
Location
Dallas, TX

Austerra Wealth Management LLC assets under management

Austerra Wealth Management LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2022. It reports $224.5 million in regulatory assets under management and employs 3 people. Austerra Wealth Management LLC manages 2 private funds with combined gross assets of $221 million, including Austerra Stable Growth Fund, LP. By regulatory assets, it ranks 4,644 of 5,911 private fund managers.

Austerra Wealth Management LLC private funds

2 funds · $221M GAV
FundTypeGross assetsMin.
Austerra Stable Growth Fund, LPOther Private$122.1M$1M
Austerra Stable Income Fund, LPOther Private$98.9M$100K

Austerra Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Mark Cavin Holland ControlManaging Member/President/CcoOver 75%2012

Frequently asked questions

How much does Austerra Wealth Management LLC manage?

Austerra Wealth Management LLC reports $224.5 million in regulatory assets under management on its Form ADV.

How many private funds does Austerra Wealth Management LLC manage?

Austerra Wealth Management LLC manages 2 private funds with combined gross assets of $221 million.

How many employees does Austerra Wealth Management LLC have?

Austerra Wealth Management LLC reports 3 employees.

Where is Austerra Wealth Management LLC located?

Austerra Wealth Management LLC is based in Dallas, TX and has been SEC-registered since 2022.

Does Austerra Wealth Management LLC disclose fund performance?

Austerra Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5910 N. Central Expressway, Suite 1875, Dallas, TX 75206
Phone214-810-0250
Office hoursBy Appointment
SEC regionFort Worth Regional Office (FWRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$224.5M
Non-discretionary$0
Total (RAUM)$224.5M

Service providers