| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Lamp Investment Partners I, LP | Private Equity | $35K | $25K |
| Lamp Investment Partners III, LP | Private Equity | $26K | $25K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Faith Creighton Vincent Control | Limited Partner, Chief Investment Officer/ Chief Compliance Officer / Managing Director | Under 5% | 2021 |
| Ian Johnstone Turpin Control | Limited Partner | 25-50% | 2003 |
| Lbj Asset Management General Partner LLC Control | General Partner | 10-25% | 2003 |
Lbj Family Wealth Advisors, Ltd. reports $348.9 million in regulatory assets under management on its Form ADV.
Lbj Family Wealth Advisors, Ltd. manages 2 private funds with combined gross assets of $60,749.
Lbj Family Wealth Advisors, Ltd. reports 2 employees.
Lbj Family Wealth Advisors, Ltd. is based in Austin, TX and has been SEC-registered since 2005.
Lbj Family Wealth Advisors, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3800 North Lamar, Suite 200, Austin, TX 78756 |
| Phone | 512-457-5000 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1601622 |
| Discloses disciplinary history | No |
| Discretionary | $348.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $348.9M |