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LBJ Family Wealth Advisors

LBJ Family Wealth Advisors is a fund manager in Austin with $320.22M assets under management.

Company profile

Employees
Location
SEC CIK
IRS number
200313180
SEC advisor number
801-64374
FINRA CRD number
129701
AUM ?
$320.22M (as of 9 Apr 21)
Accounts
77 (as of 9 Apr 21)
Employees
2 (2 investment advisory or research)
Address
LBJ Family Wealth Advisors
3800 NORTH LAMAR
SUITE 200
AUSTIN
TX 78756
Phone
512-457-5000
Fund structure AUM Fund type
LBJ Family Wealth Advisors, LTD. $320.22M
Lamp Investment Partners I, LP $462.1K Private Equity Fund
Lamp Investment Partners II, LP $29.16K Private Equity Fund
Lamp Investment Partners III, LP $33.81K Private Equity Fund
Lamp Investment Partners IV, LP $9.71K Private Equity Fund
LBJ Equity Partners, LP $386K Private Equity Fund

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
11 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$135.42M 875.78K 875.78K 0
$10.21M 184.46K 184.46K 0
Vanguard Intl Equity Index FTSE EM MKT ETF
$6.86M 130.93K 130.93K 0
$5.87M 46.36K 46.36K 0
$3.05M 30.36K 30.36K 0
$1.68M 82.18K 82.18K 0
$1.33M 22.09K 22.09K 0
$1.14M 8.14K 4.09K +98.8
$771K 18.45K 18.45K 0
Vanguard Total International Stock Market Index
$742K 11.67K 11.67K 0
$549K 10.49K 10.49K 0
Holdings list only includes long positions. Only includes long positions.

Calendar

2 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings