Softvest Advisors

RIASEC RegisteredEst. 2019
Total AUM
$788M
Discretionary
$788M
100% of AUM
Avg account
$131M
Accounts
6
Employees
7
Advisory reps
3

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • John Daniel

    Chief Compliance OfficerCRD 7022160

Contacts

2 of 2
  • Eric Oliver

    PresidentCRD 1780074

  • Kline Oliver

    PrincipalCRD 7022224

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth