Data / Investment advisers / Texas / Garcia Hamilton & Associates LP
Garcia Hamilton & Associates LP, Houston, TX: $24.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Garcia Hamilton & Associates LP is an SEC registered investment adviser with its main office in Houston, Texas and reports $24.9 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include state and municipal governments, pension and profit sharing plans and charitable organizations. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
The request: Watch Garcia Hamilton & Associates LP (CRD number 108017): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 108017
- SEC file number
- 801-56194
- SEC status
- Approved, effective December 31, 1998
- Main office
- 5 Houston Center 1401 McKinney St., Suite 1600, Houston, TX 77010
- Phone
- (713) 853-2322
- Website
- garciahamiltonassociates.com
- Regulatory AUM
- $24,863,655,071 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $24,863,655,071
- Accounts
- 382
- Employees
- 41, of which 12 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $28,728,378
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 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 |
|---|---|---|
| State or municipal government entities | 148 | $13.70 billion |
| Pension and profit sharing plans | 28 | $5.58 billion |
| Charitable organizations | 90 | $2.36 billion |
| Corporations or other businesses | 23 | $1.82 billion |
| Insurance companies | 11 | $584.7 million |
| Other investment advisers | 8 | $416.4 million |
| Investment companies | 1 | $344.3 million |
| Pooled investment vehicles | 2 | $46.3 million |
| Banking or thrift institutions | 1 | $7.4 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 | $24.86 billion | March 30, 2026 |
| December 1, 2025 | $22.80 billion | September 29, 2025 |
Other advisers in Houston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fayez Sarofim & Co. | Houston | $35.07 billion | Not listed | adviserinfo.sec.gov |
| The Variable Annuity Life Insurance Company | Houston | $32.94 billion | Not listed | adviserinfo.sec.gov |
| Valic Financial Advisors, Inc. | Houston | $29.22 billion | Not listed | adviserinfo.sec.gov |
| Quantum Capital Group | Houston | $28.77 billion | 71 | adviserinfo.sec.gov |
| Kayne Anderson Capital Advisors, L.P. | Houston | $14.29 billion | 54 | adviserinfo.sec.gov |
| Sarofim Trust Co | Houston | $12.96 billion | Not listed | adviserinfo.sec.gov |
| Vaughan Nelson Investment Management, L.P. | Houston | $12.24 billion | 1 | adviserinfo.sec.gov |
| The Energy & Minerals Group LP | Houston | $12.02 billion | 33 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Houston, TX
- Investment advisers in Texas
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving pension and profit sharing plans
- Advisers that manage private funds
- Garcia Hamilton & Associates LP 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.