LBJ Family Wealth Advisors is a fund manager in Austin with $361.18 mm assets under management.
Company profile
Website
Employees
Location
Industry
SEC CIK
IRS number
200313180
SEC advisor number
801-64374
FINRA CRD number
129701
AUM ?
$318.61 mm
(as of 27 Feb 24)
Accounts
90
(as of 27 Feb 24)
Employees
2
(2 investment advisory or research)
Address
LBJ Family Wealth Advisors
3800 NORTH LAMAR
SUITE 200
AUSTIN
TX 78756
3800 NORTH LAMAR
SUITE 200
AUSTIN
TX 78756
Phone
512-457-5000
Brochures
Ownership
Fund structure | AUM | Fund type |
---|---|---|
LBJ Family Wealth Advisors, LTD. | $361.18 mm | |
Lamp Investment Partners I, LP | $462.10 k | Private Equity Fund |
Lamp Investment Partners II, LP | $29.16 k | Private Equity Fund |
Lamp Investment Partners III, LP | $33.81 k | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
3 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
3 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 Apr 23
13F-HR
Quarterly holdings report by institutional manager
4 Jan 23
13F-HR
Quarterly holdings report by institutional manager
3 Oct 22
13F-HR
Quarterly holdings report by institutional manager
6 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22
13F-HR
Quarterly holdings report by institutional manager
12 Jan 22
13F-HR
Quarterly holdings report by institutional manager
4 Oct 21