Data / Investment advisers / Texas / Alongside, LLC
Alongside, LLC, Austin, TX: $879 million AUM, SEC registered investment adviser
Alongside, LLC is an SEC registered investment adviser with its main office in Austin, Texas and reports $879 million in regulatory assets under management in its Form ADV filed June 29, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 333587
- SEC file number
- 801-131682
- SEC status
- Approved, effective January 15, 2025
- Main office
- 3711 S Mopac Expy Suite 150, Austin, TX 78746
- Phone
- (512) 241-7341
- Regulatory AUM
- $878,611,865 in the Form ADV filed June 29, 2026
- Discretionary AUM
- $878,611,865
- Accounts
- 3,903
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 6
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,912 | $485.7 million |
| High net worth individuals | 191 | $385.9 million |
| Corporations or other businesses | 16 | $4.8 million |
| Charitable organizations | 3 | $2.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $878.6 million | March 31, 2026 |
| December 1, 2025 | Not listed | June 3, 2025 |
Other advisers in Austin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Christopher & Co., LLC | Austin | $913.8 million | 25 | adviserinfo.sec.gov |
| Richard P. Slaughter Associates, Inc. | Austin | $905.2 million | Not listed | adviserinfo.sec.gov |
| Distributed Global Manager LP | Austin | $902.7 million | 12 | adviserinfo.sec.gov |
| CFM Wealth Partners LLC | Austin | $885.8 million | Not listed | adviserinfo.sec.gov |
| Robert Harrell, Incorporated | Austin | $885.3 million | Not listed | adviserinfo.sec.gov |
| Alpha Capital Management | Austin | $871.4 million | Not listed | adviserinfo.sec.gov |
| Pine Valley Capital Partners LLC | Austin | $869.6 million | 8 | adviserinfo.sec.gov |
| Ironarc Management, LLC | Austin | $834.1 million | 23 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Austin, TX
- Investment advisers in Texas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Alongside, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.