Investment adviser · CRD 112251

TRAVIS STREET ADVISORS

Investment adviser filing (IA)

TRAVIS STREET ADVISORS, L.L.C.

DALLAS, TX, United States · Form ADV filed Mar 22, 2016

Regulatory AUM
$21.9M
Form ADV · Item 5.F
Client accounts
51
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
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: Mar 22, 2016. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting · Publication of newsletters

Compensation

Percentage of assets

Principal office

3500 OAK LAWN AVENUE, SUITE 240
DALLAS, TX, 75219, United States

CRD 112251

Filing source

Form ADV 992280 · Mar 22, 2016 · 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.