$124.9M Total AUM
$124.9M Disc. AUM
-4.1% 3Y CAGR
4 Employees
25 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Equity Trust · SEI
- Clients
- Retail and Institutional
- Platforms
- Legacy radialVertex
- Established Date
- 11-30-2017
- Office Locations
- 1
Office Locations
901 S Mopac Expressway Building ONE Suite 110 Austin TX
About Masterpiece Capital, LLC
Masterpiece Capital, LLC is an Austin-based advisory firm providing integrated wealth and business strategy for select individuals and business owners focused on community impact. Services include strategic tax planning, wealth growth and preservation, business financial strategy, succession, philanthropic, and legacy planning. The firm accepts new clients by invitation only, enabling high-touch, bespoke planning.
Team overview
-- AVG AGE
$124.9M AVG AUM / ADVISOR
$5.0M AVG AUM / CLIENT
8.6 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Delta Atlas Vital frontier Vertex crest Fusion crest Pioneer ridge Crest Meridian Radial delta
Client Personas
Eagle oak Optima ridge
Custodian
Catalyst Capital Oak Horizon timber Summit fusion Timber wave
Investment Themes
Catalyst horizon Wave Insight matrix Delta Alpha
Investment Vehicles
Capital Summit
Services
Catalyst Radial Beacon radial Bridge fusion Vector atlas Peak wave Unison Foundation Ember Signal
Technology
Catalyst Value
Owner & Executives
C
CARLOS HERMAN LOWENBERG JR
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #2626255
- Ownership
- Less than 5%
(345) 716-8345
oak.capital@wavecapital.com
in linkedin.com/in/element-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,918,080 | $1,452,536 |
| Non-Discretionary | $0 | -- |
| Total | $124,918,080 | $1,452,536 |
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Separately Managed Accounts
Total SMA Asset: $124,918,080
Public Funds:
17.5% Equity - Exchange:
14.5% Cash:
50.3% Municipal Bonds:
17.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $380,216,216 | 17.5% |
| Equity - Exchange | $315,036,293 | 14.5% |
| Cash | $1,092,850,039 | 50.3% |
| Municipal Bonds | $384,561,545 | 17.7% |
| Total | $2,172,664,093 | 100.0% |