INVESTEC ADVISORY GROUP, L.P.
SEC file number 801-57761
· HOUSTON, TX
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$700.6M
Discretionary AUM
$628.8M
Employees
11
Clients
—
Firm
- Address
- 4900 WOODWAY
HOUSTON, TX 77056 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Cladis Investment Advisory, LLC Medium name-match confidence · CIK 1911520 · MT
- Monarch Investment Advisory Fund, LP Medium name-match confidence · CIK 2061135 · NY
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Monarch Investment Advisory Fund, LP · D · Mar 27, 2025
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Cladis Investment Advisory, LLC · D · Mar 14, 2025$1.7M