Data / Investment advisers / Texas / Vaquero Private Wealth, LTD.
Vaquero Private Wealth, LTD., Dallas, TX: $929 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Vaquero Private Wealth, LTD. is an SEC registered investment adviser with its main office in Dallas, Texas and reports $929 million in regulatory assets under management in its Form ADV filed February 24, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management and hourly charges.
The request: Watch Vaquero Private Wealth, LTD. (CRD number 305266): 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
- 305266
- SEC file number
- 801-117364
- SEC status
- Approved, effective September 20, 2019
- Main office
- 8111 Douglas Avenue Suite 1350, Dallas, TX 75225
- Phone
- (214) 269-7855
- Regulatory AUM
- $928,946,791 in the Form ADV filed February 24, 2026
- Discretionary AUM
- $820,928,563
- Non discretionary AUM
- $108,018,228
- Accounts
- 739
- Employees
- 9, of which 6 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 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 |
|---|---|---|
| High net worth individuals | 179 | $871.7 million |
| Individuals (other than high net worth individuals) | 79 | $17.9 million |
| Corporations or other businesses | 17 | $17.4 million |
| Pension and profit sharing plans | 5 | $11 million |
| Charitable organizations | 4 | $7.6 million |
| Insurance companies | 1 | $3.3 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 |
|---|---|---|
| March 2, 2026 | $928.9 million | February 24, 2026 |
| December 1, 2025 | $798.6 million | July 14, 2025 |
Other advisers in Dallas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Perryman Financial Advisory, Inc. | Dallas | $1.02 billion | Not listed | adviserinfo.sec.gov |
| Soundwatch Capital, LLC | Dallas | $1.02 billion | Not listed | adviserinfo.sec.gov |
| Edge Natural Resources LLC | Dallas | $1.02 billion | 4 | adviserinfo.sec.gov |
| Renovo Capital, LLC | Dallas | $1.01 billion | 8 | adviserinfo.sec.gov |
| Petrocap, LLC | Dallas | $949.1 million | 7 | adviserinfo.sec.gov |
| Braemont Capital | Dallas | $913 million | 7 | adviserinfo.sec.gov |
| Brookmont Capital Management | Dallas | $910.5 million | Not listed | adviserinfo.sec.gov |
| Riata Capital Group, LLC | Dallas | $901.1 million | 15 | 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 individuals
- Vaquero Private Wealth, LTD. 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.