Investment adviser · CRD 134943
A SLING & A STONE, INCORPORATED
Investment adviser filing (IA)
BURNET, TX, United States · Form ADV filed Jul 15, 2026
- Regulatory AUM
- $102M Form ADV · Item 5.F
- Client accounts
- 445 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 411 | $50,033,915 | 49.0% |
| High-net-worth individuals | 22 | $27,341,278 | 26.8% |
| Retirement plans | Fewer than 5 | $17,743,562 | 17.4% |
| Corporations & businesses | Fewer than 5 | $3,472,842 | 3.4% |
| Charities | Fewer than 5 | $2,335,419 | 2.3% |
| Pooled investment vehicles | 6 | $1,131,419 | 1.1% |
Filing source
Form ADV 2115937 · Jul 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
A SLING & A STONE I, LIMITED PARTNERSHIPHedge Fund · Last reported Jul 15, 2026$850KGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
INTERACTIVE BROKERS LLC
SEC 8-47257
INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257
Fund details & source
- Fund ID
- 805-2320392526
- Reported beneficial owners
- 6
- Minimum commitment
- $25K
Form ADV 2115937 · Jul 15, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 15, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management
Compensation
Percentage of assets · Hourly · Performance-based
Principal office
123 E. JACKSON, SUITE 206BURNET, TX, 78611, United States
CRD 134943
Filing source
Form ADV 2115937 · Jul 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.