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Mastodon Advisory Group, LLC

● SEC registered since 2021CRD 283494SEC# 801-121403
Export (members)
Reg. AUM
$406.6M
Employees
2
Accounts
3
Location
—

Mastodon Advisory Group, LLC assets under management

Mastodon Advisory Group, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2021. It reports $406.6 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/mastodon-advisory-groupView on SEC.gov ↗

Mastodon Advisory Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Warren Bane ControlManaging Member & Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Mastodon Advisory Group, LLC manage?

Mastodon Advisory Group, LLC reports $406.6 million in regulatory assets under management on its Form ADV.

How many employees does Mastodon Advisory Group, LLC have?

Mastodon Advisory Group, LLC reports 2 employees.

Does Mastodon Advisory Group, LLC disclose fund performance?

Mastodon Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(713) 425-4198
Office hoursNot Applicable - Office Visits By Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$406.6M
Non-discretionary$0
Total (RAUM)$406.6M