Team Financial Strategies
Team Financial Strategies is a private equity manager in Abilene, TX. It is registered with the SEC as an investment adviser with $262M in regulatory assets and 11 staff. It has 1 fund on file, the latest reported in November 2025.
Funds on file
1
Raised, all funds
$8.5M
Regulatory assets
$262M
Staff
11
Pension investors
None found
See the adviser's own filing →
Latest fund filing
Funds
DateFundTypeRaisedTarget
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$262M
Employees11
Clients211 individuals, 72 wealthy individuals, 7 companies, 1 private fund and 1 registered fund.
Control personsDarrell, Scott Haynes, Joseph, Shane Team.
Private funds1 private funds holding $3.7M in gross assets.
Private funds it reports
FundTypeGross assets