Sign in
Create a free account
SOFTVEST ADVISORS
ABILENE, TX
325-677-6177
SEC #801-114671Total AUM
$788.2M
Employees
7Clients
7Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
400 PINE STREET
SUITE 1010
ABILENE
TX 79601
United States
SUITE 1010
ABILENE
TX 79601
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
325-677-6177
Other Offices
2
Financials
Total AUM
$788.2M
Accounts
6Discretionary
$788.2M
Accounts
6Non-Discretionary
$0
Accounts
0
Clients
Pooled Vehicle Clients
6AUM
$788.2M
Insurance Company Clients
1AUM
$0
Services
Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
PROVIDE ANALYSIS TO AN INDEPENDENT INSURANCE COMPANY UPON REQUEST RELATED TO A FIXED INCOME PORTFOLIO.
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
CARRIED INTEREST IN SOME OF THE ADVISED FUNDS, SEE PART 2A.
Compliance
Disclosures
None reported
State Registrations
TNTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.