| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Heights Merchandise, L.L.C. | Other Private | $2.24B | — |
| Nola Total Return Perpetual Care, LLC | Other Private | $1.15B | — |
| Clearview Preneed, L.L.C. | Other Private | $953.2M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Kendall Claire Hanno Control | Director, Vice President, Chief Compliance Officer, And Secretary | Under 5% | 2017 |
| Maria Esther Herrero Bateman Control | Director, President And Treasurer | Under 5% | 2014 |
| Sara Beaves Control | Director | Under 5% | 2017 |
Trust Advisors, Inc. reports $6.1 billion in regulatory assets under management on its Form ADV.
Trust Advisors, Inc. manages 7 private funds with combined gross assets of $5.9 billion.
Trust Advisors, Inc. reports 76 employees.
Trust Advisors, Inc. is based in Houston, TX and has been SEC-registered since 2011.
Trust Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1929 Allen Parkway, Houston, TX 77019 |
| Phone | (713) 525-7607 |
| Fax | 1 (866) 593-9399 |
| Office hours | 9:00-5:00 Cst |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $6.08B |
| Total (RAUM) | $6.08B |