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Softvest Advisors, LLC

● SEC registered since 2019CRD 300084SEC# 801-114671Abilene, TX
Export (members)
Ranks #2,985 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$783.5M
Fund GAV
$777.4M
Private funds
6
Employees
7
Accounts
6
Location
Abilene, TX

Softvest Advisors, LLC assets under management

Softvest Advisors, LLC is an SEC-registered investment adviser based in Abilene, TX. The firm has been registered since 2019. It reports $783.5 million in regulatory assets under management and employs 7 people. Softvest Advisors, LLC manages 6 private funds with combined gross assets of $777.4 million, including Softvest, LP. By regulatory assets, it ranks 2,985 of 5,911 private fund managers.

Softvest Advisors, LLC private funds

6 funds · $777.4M GAV
FundTypeGross assetsMin.
Softvest, LPHedge$705.8M$250K
Granite Shoals Music Fund, LLCPrivate Equity$29.8M
Carrizo Springs Music, LLCPrivate Equity$19.5M
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Softvest Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
Eric Lee Oliver ControlPresident And Managing MemberUnder 5%2019
John Michael Daniel ControlChief Compliance Officer And Chief Financial OfficerUnder 5%2019
Kline Daniel Oliver ControlChief Trading/Risk OfficerUnder 5%2019
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Frequently asked questions

How much does Softvest Advisors, LLC manage?

Softvest Advisors, LLC reports $783.5 million in regulatory assets under management on its Form ADV.

How many private funds does Softvest Advisors, LLC manage?

Softvest Advisors, LLC manages 6 private funds with combined gross assets of $777.4 million.

How many employees does Softvest Advisors, LLC have?

Softvest Advisors, LLC reports 7 employees.

Where is Softvest Advisors, LLC located?

Softvest Advisors, LLC is based in Abilene, TX and has been SEC-registered since 2019.

Does Softvest Advisors, LLC disclose fund performance?

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

Contact & registration

Address400 Pine Street, Suite 1010, Abilene, TX 79601
Phone325-677-6177
Fax325-677-6176
Office hours8:00a.m. To 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$783.5M
Non-discretionary$0
Total (RAUM)$783.5M

Service providers