SEC Form ADV

AVIDIAN WEALTH SOLUTIONS

Firm profile: Avidian Wealth Solutions — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserTXPrivate EquityHedge Fund

$4.8B

Assets Under Management

7,256

Total Clients

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Registration Details

Accession: CRD-127186
Location: HOUSTON, TX
Filing Date: March 30, 2026
AUM: $4.8B
Total Clients: 7,256
Amendment: No
SEC EDGAR: View original filing →

Investment Strategies

Private EquityHedge FundReal Estate

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 7,256 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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