| Name | Title | Ownership | Since |
|---|---|---|---|
| Byron Lucien Fields Control | Managing Partner | 50-75% | 2022 |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2023 |
| Joe-Ben O'Banion Control | Managing Partner | 25-50% | 2022 |
Titleist Asset Management, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
Titleist Asset Management, LLC reports 32 employees.
Titleist Asset Management, LLC is based in San Antonio, TX and has been SEC-registered since 2022.
Titleist Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 777 E. Sonterra Blvd., Suite 330, San Antonio, TX 78258 |
| Phone | 210-826-2424 |
| Fax | 210-579-7177 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $2.04B |
| Non-discretionary | $26.1M |
| Total (RAUM) | $2.07B |