LBJ FAMILY WEALTH ADVISORS, LTD.

other names
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Adviser Profile
As of Date 02/26/2025
Adviser Type - Large advisory firm
Number of Employees 2
of those in investment advisory functions 2
Registration SEC, Approved, 07/15/2005
AUM* 348,929,579 15.93%
of that, discretionary 348,929,579 15.93%
Private Fund GAV* 60,749 -32.43%
Avg Account Size 3,920,557 17.23%
% High Net Worth 70.79% 2.75%
SMA’s Yes
Private Funds 2
Contact Info 512 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

361M 310M 258M 206M 155M 103M 52M
2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count2 GAV$60,749

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