Managers/Private equity/Texas/Avidian Wealth Solutions

Avidian Wealth Solutions

Avidian Wealth Solutions is a private equity manager in Houston, TX. It is registered with the SEC as an investment adviser with $4.8B in regulatory assets and 59 staff.

Funds on file
0
Raised, all funds
None yet
Regulatory assets
$4.8B
Staff
59
Pension investors
None found

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$4.8B
Employees59
Clients1,080 wealthy individuals, 786 individuals, 12 pension plans, 9 companies, 5 private funds and 3 charities.
Control personsJames, Allen Atkinson, Jacob, Matthew Borbidge, Hope, Marie Edick, James, Luke Patterson, Preston, William Snow, Mary, Katherine Yarber.
Private funds5 private funds holding $9M in gross assets.

Private funds it reports

FundTypeGross assets
Sta Real Estate Fund 1 Real estate $7M
Black Swan Opprtunity Fund LLC - Global Multi-asset QP Hedge fund $1.1M
The Streettalk Advisors Premier Fund Other $810.7K
Black Swan Opportunity Fund - Long Term Savings (AI) Series Private equity $74.4K
Black Swan Opportunity Fund - Global Multi-asset (AI) Series Private equity $69.1K