Investment adviser · CRD 282760
II TECHNOLOGY, LLC
Investment adviser filing (IA)
AUSTIN, TX, United States · Form ADV filed Mar 30, 2026
- Regulatory AUM
- $40.5M Form ADV · Item 5.F
- Client accounts
- 30 Accounts, not individual clients
- Employees
- 2 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 |
|---|---|---|---|
| High-net-worth individuals | 9 | $26,891,540 | 66.4% |
| Other clients | 5 | $11,856,156 | 29.3% |
| Individuals | 9 | $1,738,436 | 4.3% |
| Investment companies | 1 | $0 | 0.0% |
| Other investment advisers | 2 | $0 | 0.0% |
Filing source
Form ADV 2087882 · Mar 30, 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
8701 W. HIGHWAY 71, SUITE 201AUSTIN, TX, 78735, United States
CRD 282760
Filing source
Form ADV 2087882 · Mar 30, 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.