Investment adviser · CRD 129701

LBJ FAMILY WEALTH ADVISORS, LTD.

Investment adviser filing (IA)

AUSTIN, TX, United States · Form ADV filed Feb 9, 2026

Regulatory AUM
$389M
Form ADV · Item 5.F
Client accounts
94
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
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 individuals67$314,916,68581.0%
Corporations & businesses11$56,132,50614.4%
Government entities1$7,784,0412.0%
Charities2$6,926,5551.8%
Individuals11$2,982,8290.8%
Pooled investment vehicles2$104,5170.0%
Filing source

Form ADV 2051555 · Feb 9, 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

7 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.

LAMP INVESTMENT PARTNERS I, LPPrivate Equity Fund · Last reported Feb 9, 2026$34.5KGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-8279865918
Reported beneficial owners
6
Minimum commitment
$25K

Form ADV 2051555 · Feb 9, 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.

LAMP INVESTMENT PARTNERS III, LPPrivate Equity Fund · Last reported Feb 9, 2026$26.2KGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-7329164353
Reported beneficial owners
6
Minimum commitment
$25K

Form ADV 2051555 · Feb 9, 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.

LBJ EQUITY PARTNERS, LPPrivate Equity Fund · Last reported Apr 9, 2021$386KGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-4202907333
Reported beneficial owners
2
Minimum commitment
$1M

Form ADV 1525253 · Apr 9, 2021 · 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.

LAMP INVESTMENT PARTNERS V, LPPrivate Equity Fund · Last reported Nov 16, 2020$98.8KGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-1217963139
Reported beneficial owners
7
Minimum commitment
$45.5K

Form ADV 1468056 · Nov 16, 2020 · 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.

LAMP INVESTMENT PARTNERS II, LPPrivate Equity Fund · Last reported Feb 8, 2022$29.2KGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-1478898758
Reported beneficial owners
7
Minimum commitment
$10K

Form ADV 1601968 · Feb 8, 2022 · 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.

LAMP INVESTMENT PARTNERS IV, LPPrivate Equity Fund · Last reported Apr 9, 2021$9.71KGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-5483317208
Reported beneficial owners
7
Minimum commitment
$26K

Form ADV 1525253 · Apr 9, 2021 · 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.

TJT DRILLING, LPPrivate Equity Fund · Last reported Feb 1, 2018$0Gross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-6309916919
Reported beneficial owners
14
Minimum commitment
$4K

Form ADV 1168795 · Feb 1, 2018 · 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: Feb 9, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

3800 NORTH LAMAR, SUITE 200
AUSTIN, TX, 78756, United States

CRD 129701

Filing source

Form ADV 2051555 · Feb 9, 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.