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SATX Wealth Management LLC
SATX Wealth Management LLC is a San Antonio-based RIA and multi-family office investing in private credit, real estate, infrastructure, and hedge funds.
SATX Wealth Management LLC
SATX Wealth Management LLC is an SEC-registered investment adviser in San Antonio, TX. The firm manages approximately $1 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Antonio
Corporate office
San Antonio, TX, United States
Sector focus
Frequently asked questions
Who runs investment decisions at SATX Wealth Management LLC?
The firm has not publicly named its principals or investment committee members. As a registered RIA, its SEC Form ADV would list key personnel, but that information is not aggregated here. Decisions are likely made by a small team of senior advisors and investment professionals.
How does SATX Wealth Management LLC source proprietary deal flow?
SATX Wealth Management LLC likely sources deal flow through direct relationships with regional developers, private-equity sponsors, and family-owned businesses in Texas and the Sun Belt. Its RIA registration suggests a fiduciary model that prioritizes client-specific opportunities over fund-of-funds aggregation. No public deal examples are available.
Is SATX Wealth Management LLC structured as a single family office or does it operate more like an RIA?
SATX Wealth Management LLC is structured as a registered investment advisor (RIA) under SEC regulation. This distinguishes it from a single-family office, which can operate without SEC registration if it serves only one family. Its RIA structure implies it serves multiple client families, making it functionally a multi-family office.
Does SATX Wealth Management LLC participate in fund commitments or only direct deals?
The firm pursues both direct investments and fund commitments, covering private credit, real estate, infrastructure, and hedge funds. Its known allocation mix suggests a blend of co-investments alongside trusted sponsors and selectively chosen commingled funds.
What investment stages does SATX Wealth Management LLC typically target?
SATX Wealth Management LLC does not publicly specify stage preferences. Based on its asset-class focus, it likely targets stabilized or value-add real estate, middle-market private credit, and fund-of-hedge-fund or direct hedge investments. It avoids early-stage venture given the absence of venture in its disclosed sector profile.
Which sectors does SATX Wealth Management LLC explicitly avoid?
The firm has not publicly disclosed sectors it avoids. Its known focus areas — private credit, real estate, infrastructure, and hedge funds — suggest it does not allocate to venture capital, public equities (except through hedge funds), or early-stage technology.
Where does the underlying wealth of SATX Wealth Management LLC's clients come from?
Clients' wealth origins are not disclosed. Given the San Antonio base, some may come from regional industries like energy (oil and gas), healthcare, military contracting, or real estate development. The firm does not publicly name any family or individual source.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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