Lbj Family Wealth Advisors, Ltd.
● SEC registered since 2005CRD 129701SEC# 801-64374Austin, TX
Ranks #4,247 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$388.8M
Fund GAV
$61K
Private funds
2
Employees
2
Accounts
94
Location
Austin, TX
Lbj Family Wealth Advisors, Ltd. assets under management
Lbj Family Wealth Advisors, Ltd. is an investment advisory firm registered with the SEC based in Austin, TX. The firm has been registered since 2005. It reports $388.8 million in regulatory assets under management and employs 2 people. Lbj Family Wealth Advisors, Ltd. manages 2 private funds with combined gross assets of $60,749, including Lamp Investment Partners I, LP. By regulatory assets, it ranks 4,247 of 6,004 private fund managers.
Lbj Family Wealth Advisors, Ltd. private funds
2 funds · $61K GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Lamp Investment Partners I, LP | Private Equity | $35K | $25K |
| Lamp Investment Partners III, LP | Private Equity | $26K | $25K |
Lbj Family Wealth Advisors, Ltd. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Faith Creighton Vincent Control | Limited Partner, Chief Investment Officer/ Chief Compliance Officer / Managing Director | Under 5% | 2021 |
| Ian Johnstone Turpin Control | Limited Partner | 25-50% | 2003 |
| Lbj Asset Management General Partner LLC Control | General Partner | 10-25% | 2003 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Lbj Family Wealth Advisors, Ltd. manage?
Lbj Family Wealth Advisors, Ltd. reports $388.8 million in regulatory assets under management on its Form ADV.
How many private funds does Lbj Family Wealth Advisors, Ltd. manage?
Lbj Family Wealth Advisors, Ltd. manages 2 private funds with combined gross assets of $60,749.
How many employees does Lbj Family Wealth Advisors, Ltd. have?
Lbj Family Wealth Advisors, Ltd. reports 2 employees.
Where is Lbj Family Wealth Advisors, Ltd. located?
Lbj Family Wealth Advisors, Ltd. is based in Austin, TX and has been SEC-registered since 2005.
Does Lbj Family Wealth Advisors, Ltd. disclose fund performance?
Lbj Family Wealth Advisors, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3800 North Lamar, Suite 200, Austin, TX 78756 |
| Phone | 512-457-5000 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1601622 |
| Discloses disciplinary history | No |
Regulatory AUM
$388.8M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
AUM vs fund managersTop 71%
Larger than 29% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$388.8Mregulatory AUM
Discretionary $388.8M