ENCLAVE ADVISORS, LLC
Adviser information for ENCLAVE ADVISORS, LLC last updated from Form ADV on March 29th, 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 | 6 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| 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 | 362 | $933.9M |
| Non-Discretionary | 0 | $0 |
| Total | 362 | $933.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 4 | $3.5M |
| HNW Individuals | 52 | $853.8M |
| 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 | 3 | $65.5M |
| 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 | 2 | $11.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Principal Office
3600 N. CAPITAL OF TEXAS HWY.BLDG B, SUITE 180
AUSTIN
TX
United States
Monday - Friday, 8:30AM -4:30PM
Tel: 512-527-3105, Fax: 512-527-3108
Chief Compliance Officer
JENNIFER LYNNE MCCANN
3600 N. CAPITAL OF TEXAS HWY.
BLDG B SUITE 180
AUSTIN
TX
United States
Tel:
512-527-3105
Fax:
512-527-3108
J****@******************M
(Full email address available in API data)
Regulatory Contact
J. CRAIG FALLS
MANAGING DIRECTOR
3600 N. CAPTIAL OF TEXAS HWY
BLDG B, SUITE 180
AUSTIN
TX
United States
Tel:
512-527-3105
Fax:
512-527-3108
C****@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FALLS, JONATHAN, CRAIG | Individual | – | MANAGING DIRECTOR | 08/2012 | 50-75% |
| GARRETT, MATTHEW, DAMON | Individual | – | MANAGING DIRECTOR | 08/2016 | 25-50% |
| MCCANN, JENNIFER, LYNNE | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2020 | < 5% |