Data / Investment advisers / Texas / M2g Ventures LLC
M2g Ventures LLC, Fort Worth, TX: $284 million AUM, SEC registered investment adviser
M2g Ventures LLC is an SEC registered investment adviser with its main office in Fort Worth, Texas and reports $284 million in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 12 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 322399
- SEC file number
- 801-134068
- SEC status
- Approved, effective July 31, 2025
- Main office
- 108 South Freeway, Fort Worth, TX 76104
- Phone
- (817) 898-8515
- Regulatory AUM
- $283,968,782 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $283,968,782
- Accounts
- 12
- Employees
- 26, of which 15 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees, other fees
- Private funds
- 12: 12 real estate funds
- Gross assets of private funds
- $299,012,576
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 24, 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 |
|---|---|---|
| Pooled investment vehicles | 12 | $284 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 | $284 million | March 24, 2026 |
| December 1, 2025 | $156.2 million | June 30, 2025 |
Other advisers in Fort Worth
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Overridge Wealth Advisors | Fort Worth | $368.2 million | Not listed | adviserinfo.sec.gov |
| Shelton Wealth Management, LLC | Fort Worth | $364.5 million | Not listed | adviserinfo.sec.gov |
| Michels Family Financial, LLC | Fort Worth | $347.9 million | Not listed | adviserinfo.sec.gov |
| Aspenridge Wealth Advisors | Fort Worth | $335 million | Not listed | adviserinfo.sec.gov |
| Rivercrest Capital Management LLC | Fort Worth | $285.7 million | 3 | adviserinfo.sec.gov |
| Nolet Wealth Management, LLC | Fort Worth | $272.6 million | Not listed | adviserinfo.sec.gov |
| Bios Capital Management, LP | Fort Worth | $250.9 million | 24 | adviserinfo.sec.gov |
| Styre Wealth | Fort Worth | $250.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Fort Worth, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- M2g Ventures 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.