Investment adviser · CRD 114193

JONES VILLALTA ASSET MANAGEMENT, LLC

Investment adviser filing (IA)

AUSTIN, TX, United States · Form ADV filed Dec 4, 2012

Regulatory AUM
$33.3M
Form ADV · Item 5.F
Client accounts
88
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Dec 4, 2012. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

5401 MARYANNA DR
AUSTIN, TX, 78746, United States

CRD 114193

Filing source

Form ADV 679995 · Dec 4, 2012 · 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.