Top 30 Investment Management Companies in Austin

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Below is the list of Top 30 Investment Management Companies in Austin ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Austin

1. Dimensional Fund Advisors

Industry: Investment Management

Location: Austin, Texas

Website: dimensional.com

Company Founded: 1981

Company Size: 1001-5000

Company Address: 6300 Bee Cave Road, Austin, Texas, United States

Dimensional Fund Advisors Contact Details

Name Title LinkedIn Phone Email
Al Sears Vice President
Jake Novicoff Investment Analytics And Data Analyst
Jonathan Bartholomew Senior Associate
Yash Gajiwala Research Analyst
Christopher Mire Associate
John Figueroa Desktop Administrator Analyst Ii
Dante Nepa Lead Associate
Requires/Intent and 19 more Employees
HR & Payroll Services
Predictive Analytics
Digital Asset & Cryptocurrency Investment
Legal
and more

2. Amherst Residential

Industry: Investment Management

Location: Austin, Texas

Company Founded: 2012

Company Size: 501-1000

Company Address: 5001 Plaza On The Lake, Austin, Texas, United States

Amherst Residential Contact Details

Name Title LinkedIn Phone Email
Justin Billingsley Vp, Head Of Off Market Acqu
Genger Charles Senior Director, Government Relations And Strategy
Noah Marshall Associate, Acquisitions
Kayla Doyle Investment Operations Associat
Nolan Mickey Vice President
Charlotte Waldman Acquisitions Analyst
Jason Aiello Vice President, Acquisition
Requires/Intent
Financial Due Diligence
Public Relations
Sales
AI-Powered Financial Forecasting
and more

3. Riverrock Funds

Industry: Investment Management

Location: Austin, Texas

Website: riverrockgrp.com

Company Founded: 2007

Company Size: 11-50

Company Address: 500 West 2nd Street, Austin, Texas, United States

Riverrock Funds Contact Details

Name Title LinkedIn Phone Email
Anthony Annino Chief Executive Officer
Denny Mathew Chief Underwriting Officer
Requires/Intent
Risk Management & Compliance
Accounting
High-Frequency Trading Solutions
and more

4. Virtus Real Estate Capital

Industry: Investment Management

Location: Austin, Texas

Website: virtusre.com

Company Founded: 2003

Company Size: 11-50

Company Address: 835 West 6th Street, Austin, Texas, United States

Virtus Real Estate Capital Contact Details

Name Title LinkedIn Phone Email
Bernie Wasserman Senior Director Of Capital Development At Virtus Real Estate Capital
Requires/Intent
Digital Marketing
Alternative Investment Consulting
AI-Based Credit Risk Assessment
Cloud Hosting
and more

5. Century Management

Industry: Investment Management

Location: Austin, Texas

Website: centman.com

Company Founded: 1974

Company Size: 11-50

Company Address: 805 Las Cimas Parkway, Austin, Texas, United States

Century Management Contact Details

Name Title LinkedIn Phone Email
John Bowen Human Resources Director
Fred Tillman Owner
Leantonio Brantley Department Manager
Jason Pabon Doorman And Concierge
Kristy Paxinos Financial Analyst
Daryl Hodges Area Superviosor
Laurie Edwards Community Relations And Marketing
Requires/Intent and 19 more Employees
AI
Smart Contracts For Investment
ERP Solutions
and more

6. Serve Capital Partners, Llc

Industry: Investment Management

Location: Austin, Texas

Website: servecapitalpartners.com

Company Founded: 2016

Company Size: 1-10

Company Address: 2901 Viaduct Fortuna, Austin, Texas, United States

Serve Capital Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Mike Mcclure Managing Director
Requires/Intent
Cloud Solutions
FinTech Solutions For Investment Firms
Cloud Hosting
Institutional Asset Management
Public Relations
and more

7. Recurring Capital Partners

Industry: Investment Management

Location: Austin, Texas

Website: recurring.capital

Company Founded: 2016

Company Size: 1-10

Company Address: 300 West 6th Street, Austin, Texas, United States

Recurring Capital Partners Contact Details

Name Title LinkedIn Phone Email
Zachary Rollins Senior Associate
Requires/Intent
E-commerce Integration
Digital Marketing
Smart Contracts For Investment
Cybersecurity Solutions
and more

8. Venturi Wealth Management, Llc.

Industry: Investment Management

Location: Austin, Texas

Website: venturiwealthmanagement.com

Company Founded: 2015

Company Size: 11-50

Company Address: 3600 North Capital Of Texas Highway, Austin, Texas, United States

Venturi Wealth Management, Llc. Contact Details

Name Title LinkedIn Phone Email
Joey Sager Managing Director
Dewayne Crunk Senior Lead Advisor And Shareholder
Requires/Intent
Public Relations
Portfolio Management Solutions
Digital Asset & Cryptocurrency Investment
and more

9. Frostgate Llc

Industry: Investment Management

Location: Austin, Texas

Website: frostgatecapital.com

Company Founded: 2016

Company Size: 1-10

Company Address: 9412 Bradner Drive, Austin, Texas, United States

Frostgate Llc Contact Details

Name Title LinkedIn Phone Email
Jackson Allen Equity Analyst
Alexander Deutsch Head Of Research
Requires/Intent
Compliance & Risk Management
SEO
Predictive Analytics
and more

10. Ab Private Credit Investors

Industry: Investment Management

Location: Austin, Texas

Company Founded: 2014

Company Size: 51-200

Company Address: 500 West 5th Street, Austin, Texas, United States

Ab Private Credit Investors Contact Details

Name Title LinkedIn Phone Email
John Tanner Associate
Requires/Intent
Sales
Technology
ERP Solutions
Institutional Asset Management
and more

11. Lucratyva Capital

Industry: Investment Management

Location: Austin, Texas

Website: lucratyva.com

Company Founded: 2020

Company Size: 1-10

Lucratyva Capital Contact Details

Name Title LinkedIn Phone Email
Avi Ghayalod Data Curation And Deployment Co Lead
Requires/Intent
Portfolio Management Solutions
Risk Management & Compliance
and more

12. Activus Capital Partners

Industry: Investment Management

Location: Austin, Texas

Website: activuscapital.com

Company Founded: 2020

Company Size: 1-10

Activus Capital Partners Contact Details

Name Title LinkedIn Phone Email
Gauri Jaswal Private Equity Fellow
Requires/Intent
Cloud Solutions
IoT
Global Market Trend Analysis
and more

13. Sage Advisory

Industry: Investment Management

Location: Austin, Texas

Website: sageadvisory.com

Company Founded: 1996

Company Size: 11-50

Sage Advisory Contact Details

Name Title LinkedIn Phone Email
Eileen Joyce Assistant Vice President, Portfolio Administration
Requires/Intent
Portfolio Management Solutions
Web Development
and more

14. Amherst

Industry: Investment Management

Location: Austin, Texas

Website: amhersthotel.co.uk

Company Size: 501-1000

Amherst Contact Details

Name Title LinkedIn Phone Email
Debbie Reynolds Board Member
Requires/Intent
Legal
Cloud Solutions
and more

15. Deeter Investments

Industry: Investment Management

Location: Austin, Texas

Company Size: 11-50

Company Address: 1955 Westlake Drive, Austin, Texas, United States

Deeter Investments Contact Details

Name Title LinkedIn Phone Email
Christina Enea Business Development Manager
Requires/Intent
HR & Payroll Services
Market Research
Branding
Cloud Solutions
Software Development
and more

16. Edison Factory

Industry: Investment Management

Location: Austin, Texas

Website: edisonfactory.com

Company Founded: 2015

Company Size: 1-10

Company Address: 200 East Live Oak Street, Austin, Texas, United States

Edison Factory Contact Details

Name Title LinkedIn Phone Email
Erin Windholz Executive Assistant
Marvin Edison Robot
Requires/Intent
Sales
Risk Management & Compliance
Public Relations
and more

17. Sali Fund Services

Industry: Investment Management

Location: Austin, Texas

Website: sali.com

Company Founded: 2002

Company Size: 11-50

Company Address: 6850 Austin Center Boulevard, Austin, Texas, United States

Sali Fund Services Contact Details

Name Title LinkedIn Phone Email
Alexander Popov Intern
Requires/Intent
M&A Advisory
Digital Asset & Cryptocurrency Investment
Institutional Asset Management
AI Chatbots
Software Development
and more

18. Living Wealthy Financial Group

Industry: Investment Management

Location: Austin, Texas

Website: livingwealthyfinancial.com

Company Size: 1-10

Company Address: 100 Congress Avenue, Austin, Texas, United States

Living Wealthy Financial Group Contact Details

Name Title LinkedIn Phone Email
George Crittenden Authorized Advisor, Bank On Yourself
Requires/Intent
Market Research
Mobile App Development
and more

19. The Palisades Group, Llc

Industry: Investment Management

Location: Austin, Texas

Website: palisades.us.com

Company Founded: 2012

Company Size: 11-50

Company Address: 6001 Bold Ruler Way, Austin, Texas, United States

The Palisades Group, Llc Contact Details

Name Title LinkedIn Phone Email
Dennis Hahn President
Requires/Intent
Tax Optimization For Investments
Advertising
Portfolio Management Solutions
and more

20. Black Barn Financial Llc

Industry: Investment Management

Location: Austin, Texas

Website: blackbarnfinancial.com

Company Founded: 2014

Company Size: 1-10

Company Address: 2305 Hancock Drive, Austin, Texas, United States

Black Barn Financial Llc Contact Details

Name Title LinkedIn Phone Email
Elisa Hanson Chief Compliance Officer
Requires/Intent
Advertising
Smart Contracts For Investment
Business Expansion
and more

21. Afam Capital, Inc.

Industry: Investment Management

Location: Austin, Texas

Website: afamcapital.com

Company Founded: 1977

Company Size: 11-50

Afam Capital, Inc. Contact Details

Name Title LinkedIn Phone Email
Nicole Miller Human Resources Manager
Requires/Intent
FinTech Solutions For Investment Firms
Technology
and more

22. Blackhaw Wealth Management Llc

Industry: Investment Management

Location: Austin, Texas

Website: blackhawwealth.com

Company Founded: 2009

Company Size: 1-10

Company Address: 401 Congress Avenue, Austin, Texas, United States

Blackhaw Wealth Management Llc Contact Details

Name Title LinkedIn Phone Email
Ron Daley Consultant
Requires/Intent
ESG Investing & Impact Analysis
Hedge Fund Strategies
Sales
Legal
and more

23. Utimco

Industry: Investment Management

Location: Austin, Texas

Website: utimco.org

Company Founded: 1996

Company Size: 51-200

Company Address: 210 West 7th Street, Austin, Texas, United States

Utimco Contact Details

Name Title LinkedIn Phone Email
Terrill Cushnie Helpdesk Technician
Requires/Intent
Financial Due Diligence
Financial Management
Customer Relationship Management
and more

24. Sable Investments Inc

Industry: Investment Management

Location: Austin, Texas

Company Size: 1-10

Company Address: 3825 Lake Austin Boulevard, Austin, Texas, United States

Sable Investments Inc Contact Details

Name Title LinkedIn Phone Email
Shelbie Yates Executive Assistant
Requires/Intent
Advertising
Cloud Solutions
Branding
and more

25. Innealta Capital

Industry: Investment Management

Location: Austin, Texas

Website: innealtacapital.com

Company Size: 11-50

Company Address: 13215 Bee Cave Parkway, Austin, Texas, United States

Innealta Capital Contact Details

Name Title LinkedIn Phone Email
Roman Ratinskiy Investment Manager
Requires/Intent
Customer Relationship Management
ESG Investing & Impact Analysis
FinTech Solutions For Investment Firms
High-Frequency Trading Solutions
and more

Austin Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Al Sears Dimensional Fund Advisors Vice President
2 Jake Novicoff Dimensional Fund Advisors Investment Analytics And Data Analyst
3 Jonathan Bartholomew Dimensional Fund Advisors Senior Associate
4 Yash Gajiwala Dimensional Fund Advisors Research Analyst
5 Christopher Mire Dimensional Fund Advisors Associate
6 John Figueroa Dimensional Fund Advisors Desktop Administrator Analyst Ii
7 Dante Nepa Dimensional Fund Advisors Lead Associate
8 Justin Billingsley Amherst Residential Vp, Head Of Off Market Acqu
9 Genger Charles Amherst Residential Senior Director, Government Relations And Strategy
10 Noah Marshall Amherst Residential Associate, Acquisitions
11 Kayla Doyle Amherst Residential Investment Operations Associat
12 Nolan Mickey Amherst Residential Vice President
13 Charlotte Waldman Amherst Residential Acquisitions Analyst
14 Jason Aiello Amherst Residential Vice President, Acquisition
15 Anthony Annino Riverrock Funds Chief Executive Officer
16 Denny Mathew Riverrock Funds Chief Underwriting Officer
17 Bernie Wasserman Virtus Real Estate Capital Senior Director Of Capital Development At Virtus Real Estate Capital
18 John Bowen Century Management Human Resources Director
19 Fred Tillman Century Management Owner
20 Leantonio Brantley Century Management Department Manager
21 Jason Pabon Century Management Doorman And Concierge
22 Kristy Paxinos Century Management Financial Analyst
23 Daryl Hodges Century Management Area Superviosor
24 Laurie Edwards Century Management Community Relations And Marketing
25 Mike Mcclure Serve Capital Partners, Llc Managing Director
26 Zachary Rollins Recurring Capital Partners Senior Associate
27 Joey Sager Venturi Wealth Management, Llc. Managing Director
28 Dewayne Crunk Venturi Wealth Management, Llc. Senior Lead Advisor And Shareholder
29 Jackson Allen Frostgate Llc Equity Analyst
30 Alexander Deutsch Frostgate Llc Head Of Research
31 John Tanner Ab Private Credit Investors Associate
32 Avi Ghayalod Lucratyva Capital Data Curation And Deployment Co Lead
33 Gauri Jaswal Activus Capital Partners Private Equity Fellow
34 Eileen Joyce Sage Advisory Assistant Vice President, Portfolio Administration
35 Debbie Reynolds Amherst Board Member
36 Christina Enea Deeter Investments Business Development Manager
37 Erin Windholz Edison Factory Executive Assistant
38 Marvin Edison Edison Factory Robot
39 Alexander Popov Sali Fund Services Intern
40 George Crittenden Living Wealthy Financial Group Authorized Advisor, Bank On Yourself

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