Allocator Index · CRD 127186
AVIDIAN WEALTH SOLUTIONS
Houston, TX · 281-822-8800 · youtube.com/channel/uco90q2icxgvfuc4ptnr3uwa
Fit score
86
- real_estate_fund+40
- hnw>=500+22
- hnw_majority+8
- employees 3-60+8
- aum $3.0B-$10.0B+8
HNW clients
1,080
Other individuals
786
HNW assets
$4.35B
Total AUM
$4.76B
Employees
59
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| STA REAL ESTATE FUND 1, LP | Real Estate Fund | $6.9M |
| AVIDIAN ASTO CONSUMER FUND I, LP | Other Private Fund | $13.8M |
| AVIDIAN HILLTOP GROWTH FUND I, LP | Other Private Fund | $6.1M |
| BLACK SWAN OPPRTUNITY FUND LLC - GLOBAL MULTI-ASSET QP | Hedge Fund | $851K |
| THE STREETTALK ADVISORS PREMIER FUND LP | Other Private Fund | $626K |
| BLACK SWAN OPPORTUNITY FUND - LONG TERM SAVINGS (AI) SERIES | Private Equity Fund | $36K |
| BLACK SWAN OPPORTUNITY FUND - GLOBAL MULTI-ASSET (AI) SERIES | Private Equity Fund | $33K |