AUSTERRA WEALTH MANAGEMENT LLC

AUSTERRA WEALTH MANAGEMENT LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 161964). Regulatory assets under management: $230.3M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Investment cos.

Officers, owners & control persons (2)

NameRoleLocation
Mark Cavin HollandMANAGING MEMBER/PRESIDENT/CCODallas, TX
HOLLAND MARK CAVINMANAGING MEMBER/PRESIDENT/CCO

Private funds (2)

FundTypeFormedOwnersGross asset valueMin investment
AUSTERRA STABLE GROWTH FUND, LPOther Private FundTexas81$130.5M$1.0M
AUSTERRA STABLE INCOME FUND, LPOther Private FundTexas128$96.6M$100K

Fund service providers (1)

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