Investment adviser · CRD 301354

AMERICANA PARTNERS, LLC

Investment adviser filing (IA)

HOUSTON, TX, United States · Form ADV filed Sep 28, 2026

Regulatory AUM
$9.1B
Form ADV · Item 5.F
Client accounts
6,991
Accounts, not individual clients
Employees
86
Reported in this filing
Advisory professionals
34
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals827$6,754,852,52974.2%
Charities68$1,583,828,23017.4%
Corporations & businesses58$405,939,9054.5%
Individuals800$234,970,9012.6%
Pooled investment vehicles9$93,735,7711.0%
Retirement plans56$28,361,7970.3%
Filing source

Form ADV 2133760 · Sep 28, 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 fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

AP- BAKKEN, LPPrivate Equity Fund · Last reported Sep 28, 2026$0Gross asset value
Fund administrator NAV CONSULTING, INC. OAKBROOK TERRACE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WEAVER AND TIDWELL DALLAS, Texas, United States
Custodian CADENCE BANK HOUSTON, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

WEAVER AND TIDWELL
PCAOB 410

CADENCE BANK
LEI 3XATK28RYORGPDF31217

Fund details & source
Fund ID
805-7131362236
Reported beneficial owners
6
Minimum commitment
$250K
Form D file number
021-2066223

Form ADV 2133760 · Sep 28, 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: Sep 28, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

811 LOUISIANA STREET, SUITE 2420
HOUSTON, TX, 77002, United States

CRD 301354

Filing source

Form ADV 2133760 · Sep 28, 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.