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SEC Form ADV

AVIDIAN WEALTH SOLUTIONS

Registered Investment AdviserTX
$4.8B
Assets Under Management
3
Total Clients
59
Employees
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Registration Details

Accession
crd-127186
Location
HOUSTON, TX
Filing Date
June 9, 2026
AUM
$4.8B
Total Clients
3
Institutional Clients
20
Employees
59
Amendment
No
SEC EDGAR
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Client Types

IndividualsHNW IndividualsPooled Investment VehiclesPension PlansCharitable OrganizationsGovernment EntitiesOther AdvisersInsurance CompaniesSovereign Wealth FundsCorporations

Private Funds

7 private funds reported on Form ADV Schedule D 7.B.1, $28.4M in combined gross assets.

  • AVIDIAN ASTO CONSUMER FUND I, LPOther Private Fund$13.8M
  • STA REAL ESTATE FUND 1, LPReal Estate Fund$6.9M
  • AVIDIAN HILLTOP GROWTH FUND I, LPOther Private Fund$6.1M
  • BLACK SWAN OPPRTUNITY FUND LLC - GLOBAL MULTI-ASSET QPHedge Fund$851K
  • THE STREETTALK ADVISORS PREMIER FUND LPOther Private Fund$626K
  • BLACK SWAN OPPORTUNITY FUND - LONG TERM SAVINGS (AI) SERIESPrivate Equity Fund$36K
  • BLACK SWAN OPPORTUNITY FUND - GLOBAL MULTI-ASSET (AI) SERIESPrivate Equity Fund$33K

About this Adviser

AVIDIAN WEALTH SOLUTIONS is a registered investment adviser headquartered in HOUSTON, TX, managing approximately $4.8B in assets across 3 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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