AFFORDABLE CENTRAL TEXAS, INC.
Adviser information for AFFORDABLE CENTRAL TEXAS, INC. last updated from Form ADV on March 25th, 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 | Other (specify) |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
| Other Business Activities | INVESTMENT ADVISOR TO A PRIVATE FUND |
Principal Office
6000 N LAMAR BLVDSUITE 200
AUSTIN
TX
United States
Monday - Friday, 9 AM - 5 PM
Tel: 512-202-7997, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AUSTIN HOUSING CONSERVANCY FUND, LP | Real Estate Fund | $37.0M | $0.1M | 69 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STEINWEDELL, DAVID, HAMILTON | Individual | – | BOARD CHAIRMAN AND CEO | 07/2016 | < 5% |
| STRICKLAND, CHARLES, BRIAN | Individual | – | AUDIT COMMITTEE CHAIR | 06/2019 | < 5% |
| Dwight, Marianne | Individual | – | BOARD SECRETARY | 03/2017 | < 5% |
| Hunter, Ashley | Individual | – | BOARD TREASURER | 10/2018 | < 5% |
| Ferguson, Frances | Individual | – | BOARD MEMBER | 07/2016 | < 5% |
| GARY, PRINTICE, LEE | Individual | – | INVESTMENT COMMITTEE CHAIR | 03/2019 | < 5% |
| Barbee, Amy | Individual | – | MANAGING DIRECTOR CAPITAL AND INVESTOR RELATIONS | 11/2018 | < 5% |
| Denny, Kathy | Individual | – | MANAGING DIRECTOR - REAL ESTATE | 09/2020 | < 5% |
| Grass, Beverly | Individual | – | VP OF FINANCE | 04/2019 | < 5% |
| Medina, Monica | Individual | – | PRESIDENT | 04/2023 | < 5% |
| Saez, Missy | Individual | – | ASSET MANAGER | 12/2023 | < 5% |
| Kassam, Sharmila | Individual | – | AUDIT COMMITTEE | 11/2023 | < 5% |