Founder Family Financial, LLC
● SEC registered since 2024CRD 171978SEC# 801-129971Austin, TX
Ranks #4,513 of 6,037 private fund managers by regulatory AUM.
Reg. AUM
$321M
Fund GAV
$1.7M
Private funds
3
Employees
3
Accounts
302
Location
Austin, TX
Founder Family Financial, LLC assets under management
Founder Family Financial, LLC operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2024. It reports $321 million in regulatory assets under management and employs 3 people. Founder Family Financial, LLC manages 3 private funds with combined gross assets of $1.7 million, including Active Capital Pals, LLC. By regulatory assets, it ranks 4,513 of 6,037 private fund managers.
Founder Family Financial, LLC private funds
3 funds · $1.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Active Capital Pals, LLC | Other Private | $850K | $1 |
| Porchpals, LLC | Other Private | $500K | $1 |
| F3 Ventures, LLC | Other Private | $300K | $1 |
Founder Family Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Lee Berger Control | Managing Member/Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Founder Family Financial, LLC manage?
Founder Family Financial, LLC reports $321 million in regulatory assets under management on its Form ADV.
How many private funds does Founder Family Financial, LLC manage?
Founder Family Financial, LLC manages 3 private funds with combined gross assets of $1.7 million.
How many employees does Founder Family Financial, LLC have?
Founder Family Financial, LLC reports 3 employees.
Where is Founder Family Financial, LLC located?
Founder Family Financial, LLC is based in Austin, TX and has been SEC-registered since 2024.
Does Founder Family Financial, LLC disclose fund performance?
Founder Family Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5524 Bee Caves Rd, Bldg A1, Austin, TX 78746 |
| Phone | 843-621-0435 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$321M▲ 20%
Apr '25Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,340 advisers
AUM vs fund managersTop 75%
Larger than 25% of 6,037 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 77%
More than 23% of 16,820 advisers
Assets under management
$321Mregulatory AUM
Discretionary $321M
Service providers
Auditor
Custodian