| As of Date | 02/25/2026 |
| Registration | SEC, Approved, 04/26/2013 |
| ADV Location | AUSTIN, TX, United States |
| Contact Info | 512 xxxxxxx |
| Websites |
| AUM* | 9,914,996 865% |
| of that, discretionary | 9,914,996 865% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 826,250 141% |
| % High Net Worth | 54.55% -45% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- State or municipal government entities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser ONE WEALTH MAP, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM287.4m | #Funds- | |
| Adviser WALLSTREETI.COM | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM105.2m | #Funds- | |
| Adviser RPG INVESTMENT ADVISORY, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.0b | #Funds- | |
| Adviser PRECESSION CAPITAL MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM20.8m | #Funds- | |
| Adviser OCCIDENTAL ASSET MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.1b | #Funds- | |
| Adviser HARON CAPITAL MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM42.2m | #Funds- | |
| Adviser META INVESTMENT MANAGEMENT COMPANY LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM3.9m | #Funds- | |
| Adviser WEALTHDRIVE ADVISORY LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM25.0m | #Funds- | |
| Adviser PRIVATE INCOME CAPITAL MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM290.5m | #Funds- | |
| Adviser MALATAI CAPITAL LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund422.5k | Other Fund- | Total Private Fund GAV845.0k | AUM65.0m | #Funds1 |