| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Sta Real Estate Fund 1, LP | Real Estate | $6.9M | $50K |
| Avidian Hilltop Growth Fund I, LP | Other Private | $1.7M | $50K |
| Avidian Asto Consumer Fund I, LP | Other Private | $1.1M | $50K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Avidian Wealth Solutions, LLC Control | Member | Over 75% | 2024 |
| Hope Marie Edick Control | Chief Compliance Officer | Under 5% | 2011 |
| Jacob Matthew Borbidge Control | Chief Investment Officer | Under 5% | 2024 |
Avidian Wealth Enterprises, LLC reports $4 billion in regulatory assets under management on its Form ADV.
Avidian Wealth Enterprises, LLC manages 7 private funds with combined gross assets of $11.2 million.
Avidian Wealth Enterprises, LLC reports 51 employees.
Avidian Wealth Enterprises, LLC is based in Houston, TX and has been SEC-registered since 2005.
Avidian Wealth Enterprises, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 800 Town & Country Blvd, Ste 410 and Ste 220, Houston, TX 77024 |
| Phone | 281-822-8800 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $3.76B |
| Non-discretionary | $234.7M |
| Total (RAUM) | $3.99B |