Shadowridge Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Austin, TX. Its latest Form ADV filing, dated March 19, 2026, reports $127M in regulatory assets under management, 9 employees, 2 offices, and 870 accounts.
Assets Under Management
$127M
Employees
9
Offices
2 offices
Total Clients
614
Primary office
AUSTIN, TX
1001 S. CAPITAL OF TEXAS HIGHWAY, M-100, AUSTIN, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.4% of total clients.
Top client categories% of clientsClients
1
Individuals
91.4%
561
2
HNWI
8.6%
53
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$127Mas of March 19, 2026
Discretionary100.0%
$127M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$127M
Total Accounts870
10Y AUM Change+$18M (+16.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee68:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.