Data / Investment advisers / Texas / Autumn Glory Partners, LLC
Autumn Glory Partners, LLC, Dallas, TX: $748 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Autumn Glory Partners, LLC is an SEC registered investment adviser with its main office in Dallas, Texas and reports $748 million in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include high net worth individuals, corporations and other businesses and charitable organizations. It is paid through a percentage of assets under management, fixed fees and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 288250
- SEC file number
- 801-110630
- SEC status
- Approved, effective May 25, 2017
- Main office
- 8235 Douglas Avenue Suite 720, Dallas, TX 75225
- Phone
- (214) 378-1212
- Website
- autumnglorypartners.com
- Regulatory AUM
- $747,577,803 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $747,577,803
- Accounts
- 175
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 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 |
|---|---|---|
| High net worth individuals | 35 | $594.4 million |
| Corporations or other businesses | 12 | $88.5 million |
| Charitable organizations | 6 | $61.5 million |
| Individuals (other than high net worth individuals) | 12 | $2.8 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 |
|---|---|---|
| March 2, 2026 | $747.6 million | February 23, 2026 |
| December 1, 2025 | $552.9 million | March 3, 2025 |
Other advisers in Dallas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Madden Asset Management | Dallas | $826 million | Not listed | adviserinfo.sec.gov |
| Nexannuity Asset Management, L.P. | Dallas | $823.4 million | Not listed | adviserinfo.sec.gov |
| Nokomis Capital, L.L.C. | Dallas | $804.2 million | 1 | adviserinfo.sec.gov |
| Paratus Financial, Inc. | Dallas | $757.4 million | Not listed | adviserinfo.sec.gov |
| Westwood Wealth Management | Dallas | $749.5 million | 14 | adviserinfo.sec.gov |
| Crossplane Capital Management, LP | Dallas | $736.2 million | 4 | adviserinfo.sec.gov |
| Carlson Capital, L.P. | Dallas | $710.8 million | 11 | adviserinfo.sec.gov |
| Latticework Capital Management LLC | Dallas | $705.1 million | 6 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dallas, TX
- Investment advisers in Texas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Autumn Glory Partners, LLC on the SEC's adviser search
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.