Data / Investment advisers / Texas / Precision Fiduciary Partners, LLC
Precision Fiduciary Partners, LLC, Austin, TX: $24.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Precision Fiduciary Partners, LLC is an SEC registered investment adviser with its main office in Austin, Texas and reports $24.1 billion in regulatory assets under management in its Form ADV filed July 10, 2026. Its clients include pension and profit sharing plans, state and municipal governments and pooled investment vehicles. It is paid through a percentage of assets under management.
The request: Watch Precision Fiduciary Partners, LLC (CRD number 149694): 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
- 149694
- SEC file number
- 801-78809
- SEC status
- Approved, effective November 18, 2013
- Main office
- 6300 Bridgepoint Parkway Building 1, Suite 300, Austin, TX 78730
- Phone
- (512) 879-1505
- Website
- mesirowfinancial.com
- Regulatory AUM
- $24,079,375,901 in the Form ADV filed July 10, 2026
- Discretionary AUM
- $21,143,750,089
- Non discretionary AUM
- $2,935,625,812
- Accounts
- 4,224
- Employees
- 17, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- July 10, 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 |
|---|---|---|
| Pension and profit sharing plans | 4,045 | $20.21 billion |
| State or municipal government entities | 29 | $3.35 billion |
| Pooled investment vehicles | 70 | $523.3 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 |
|---|---|---|
| August 3, 2026 | $24.08 billion | July 10, 2026 |
| April 1, 2026 | $24.09 billion | March 26, 2026 |
| December 1, 2025 | $20.72 billion | November 6, 2025 |
Other advisers in Austin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Dimensional Fund Advisors LP | Austin | $1.02 trillion | 5 | adviserinfo.sec.gov |
| Kestra Advisory Services, LLC | Austin | $79.80 billion | Not listed | adviserinfo.sec.gov |
| Sali Fund Services | Austin | $45.99 billion | 240 | adviserinfo.sec.gov |
| Sage Advisory Services LTD Co | Austin | $28.43 billion | Not listed | adviserinfo.sec.gov |
| The Palisades Group, LLC | Austin | $27.78 billion | 4 | 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 |
Also on SpecStream
- Investment advisers in Austin, TX
- Investment advisers in Texas
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving state and municipal governments
- Precision Fiduciary 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.