Data / Investment advisers / Texas / Hub Investment Partners, LLC
Hub Investment Partners, LLC, Austin, TX: $11.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Hub Investment Partners, LLC is an SEC registered investment adviser with its main office in Austin, Texas and reports $11.9 billion in regulatory assets under management in its Form ADV filed September 14, 2026. Its clients include high net worth individuals, state and municipal governments and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Hub Investment Partners, LLC (CRD number 307956): 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
- 307956
- SEC file number
- 801-118346
- SEC status
- Approved, effective April 1, 2020
- Main office
- 900 S. Capital of TX Highway Suite 350, Austin, TX 78746
- Phone
- (512) 600-5390
- Website
- hubinvestmentpartners.com
- Regulatory AUM
- $11,878,526,853 in the Form ADV filed September 14, 2026
- Discretionary AUM
- $9,863,776,403
- Non discretionary AUM
- $2,014,750,450
- Accounts
- 15,595
- Employees
- 172, of which 103 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 28
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 14, 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 | 1,002 | $5.43 billion |
| State or municipal government entities | 482 | $3.19 billion |
| Individuals (other than high net worth individuals) | 4,444 | $1.76 billion |
| Pension and profit sharing plans | 127 | $1.21 billion |
| Corporations or other businesses | 55 | $126.6 million |
| Charitable organizations | 11 | $111.3 million |
| Banking or thrift institutions | 3 | $33.4 million |
| Investment companies | 1 | $628,021 |
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 | $11.88 billion | March 30, 2026 |
| December 1, 2025 | $8.98 billion | November 10, 2025 |
Other advisers in Austin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Palisades Group, LLC | Austin | $27.78 billion | 4 | adviserinfo.sec.gov |
| Precision Fiduciary Partners, LLC | Austin | $24.08 billion | Not listed | adviserinfo.sec.gov |
| Kestra Private Wealth Services, LLC | Austin | $13.45 billion | Not listed | adviserinfo.sec.gov |
| Eight Partners VC, LLC | Austin | $13.38 billion | 65 | adviserinfo.sec.gov |
| Oasis Capital Partners (Texas) Inc. | Austin | $12.40 billion | 10 | adviserinfo.sec.gov |
| Yacktman Asset Management LP | Austin | $11.71 billion | 1 | adviserinfo.sec.gov |
| AB Private Credit Investors LLC | Austin | $11.36 billion | 24 | adviserinfo.sec.gov |
| Sapphire Ventures, LP | Austin | $10.44 billion | 18 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Austin, TX
- Investment advisers in Texas
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving state and municipal governments
- Hub Investment 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.