$60.0M Total AUM
$60.0M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
23 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Momentum eagle
- Established Date
- 02-18-2003
- Office Locations
- 1
Office Locations
-- Boerne TX
About Mustang Capital Management, LLC
Founded in 2003, Mustang Capital Management (Mustang Capital Partners) manages venture and private equity assets, focusing on direct secondary acquisitions and early-stage venture investing. The firm structures customized liquidity solutions for sellers of unwanted or nonstrategic VC/PE positions and works with general partners and funds on portfolio liquidity needs, serving both retail and institutional clients.
Team overview
-- AVG AGE
$60.0M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Premium access reveals conviction themes in horizon crest.
Open the full profile to inspect shifts in pathway ridge.
Unlock to see real insight on north element.
Full visibility includes strategy notes for legacy focus.
Premium access reveals conviction themes in glacier meridian catalyst.
See the complete signal summary connected to element.
Open the full profile to inspect shifts in vital capital.
Upgrade to reveal position-level detail across signal timber.
Asset Classes
Element Quantum ember Capital
Client Personas
Frontier peak
Custodian
Beacon
Services
North
Technology
Vital
Owner & Executives
J
JOHN KIRK HILTON LINNARTZ
Chief Compliance Officer, Managing Member
- CRD
- #1432691
- Ownership
- 75% or more
(410) 941-5916
eagle.prime@timbercapital.com
in linkedin.com/in/meridian-legacy
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,017,225 | $1,264,706 |
| Non-Discretionary | $0 | $6,166,667 |
| Total | $60,017,225 | $1,662,162 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $60,017,225
Equity - Exchange:
55.3% Other:
26.7% Cash:
18.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,021,775,182 | 55.3% |
| Other | $976,155,468 | 26.7% |
| Cash | $658,082,337 | 18.0% |
| Total | $3,656,012,987 | 100.0% |