Vaquero Private Wealth, Ltd. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Dallas, TX. Its latest Form ADV filing, dated February 24, 2026, reports $929M in regulatory assets under management, 9 employees, and 739 accounts.
Assets Under Management
$929M
Employees
9
Offices
--
Total Clients
285
Primary office
DALLAS, TX
8111 DOUGLAS AVENUE, SUITE 1350, DALLAS, TX, United States
Top client segmentHNWI represent 62.8% of total clients.
Top client categories% of clientsClients
1
HNWI
62.8%
179
2
Individuals
27.7%
79
3
Corporations
6.0%
17
4
Pension Plans
1.8%
5
5
Charitable
1.4%
4
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$929Mas of February 24, 2026
Discretionary88.4%
$821M
88% of total RAUM88.4%
Non-discretionary11.6%
$108M
12% of total RAUM11.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$929M
Total Accounts739
10Y AUM Change+$929M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee32:1
10Y Employee Change+6 (+200.0%)
* 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.