Softvest Advisors
Firm details
- Headquarters
- Abilene, Texas
- CRD number
- 300084
- Registered since
- February 19, 2019
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Softvest Advisors is a privately held investment manager organized as an LLC and registered with the SEC since 2019. The firm operates as a multi-strategy manager with activity across hedge fund and private equity vehicles and serves an institutional client base. Its advisory work centers on portfolio management for pooled investment vehicles, and the firm frequently acts as sponsor, general partner, or managing member of those vehicles. Fee arrangements include asset-based fees, fixed fees and performance-based fees. Softvest does not present itself as an ESG-focused investor and is not registered as a multi-state adviser. It is not described as a capital allocator to third-party managers; instead, its structure and disclosures emphasize principal management and direct sponsorship of alternative pooled funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1John Daniel
Chief Compliance OfficerCRD 7022160
Contacts
2 of 2Eric Oliver
PresidentCRD 1780074
Kline Oliver
PrincipalCRD 7022224
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Abilene, TX
Taylor
Location
Abilene, TX
Headquartered in Abilene, TX, in the South of the United States.
- Region
- South
- County
- Taylor
- Address
- 400 Pine St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
William Madison Advisors, Inc.
RIAAbilene, TX
Team Financial Strategies
RIAAbilene, TX
Parkway Advisors, L.P.
RIAAbilene, TX
Plan Ahead Financial Management, Inc.
RIAAbilene, TX
Koda Wealth Management
RIAAbilene, TX
Kohutek And Company, Pc
RIAAbilene, TX