Firm profile

MASTERPIECE CAPITAL, LLC

AUSTIN, TXCRD 290075Latest ADV March 25, 2026

Masterpiece Capital, 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 25, 2026, reports $125M in regulatory assets under management, 4 employees, and 86 accounts.

Assets Under Management
$125M
Employees
4
Offices
--
Total Clients
25
Primary office
AUSTIN, TX
901 S MOPAC EXPRESSWAY BUILDING ONE, SUITE 110, AUSTIN, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOCarlos H. Lowenberg

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 76.0% of total clients.
Top client categories% of clientsClients
1
HNWI
76.0%
19
2
Individuals
24.0%
6
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$125Mas of March 25, 2026
Discretionary100.0%
$125M
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$125M
Total Accounts86
10Y AUM Change+$125M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee6:1
10Y Employee Change-1 (-20.0%)

* 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.