REDBUD ADVISORS
REDBUD ADVISORS LLC Legal Name
Adviser information for REDBUD ADVISORS last updated from Form ADV on March 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 271 | $203.8M |
| Non-Discretionary | 0 | $0 |
| Total | 271 | $203.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 5 | $4.7M |
| HNW Individuals | 42 | $199.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 26-50 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-124944 |
|---|---|
| SEC ERA File Number | 801-124944 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 300477 |
| Legal Entity Identifier | None |
Principal Office
706 GUADALUPE STREETAUSTIN
TX
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 512-222-6968, Fax: None
Chief Compliance Officer
ADAM REINKING
PRINCIPAL
706 GUADALUPE STREET
AUSTIN
TX
United States
Tel:
512-222-6968
A***@********************M
(Full email address available in API data)
Regulatory Contact
RYAN WALKER
PRINCIPAL
706 GUADALUPE STREET
AUSTIN
TX
United States
Tel:
512-222-6968
R***@********************M
(Full email address available in API data)
Industry Affiliates
| ADAM REINKING | Real estate broker or dealerSponsor or syndicator of limited partnerships |
| AZIE MORTON HOMES GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| REDBUD DEVELOPMENT GROUP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| RYAN WALKER | Real estate broker or dealerSponsor or syndicator of limited partnerships |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| 3308 BOWMAN, LLC | Real Estate Fund | $1.7M | $0.0M | 3 |
| JACKIE ROBINSON HOMES LLC | Real Estate Fund | $7.0M | $0.0M | 41 |
| RABB AND STOBAUGH LLC | Real Estate Fund | $1.9M | $0.1M | 10 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WALKER, RYAN, CHRISTOPHER | Individual | – | PRINCIPAL | 01/2019 | 50-75% |
| REINKING, ADAM, B "MI ONLY" | Individual | – | PRINCIPAL/CHIEF COMPLIANCE OFFICER | 01/2019 | 50-75% |