RIA Intel›Advisers›Texas›AMALGAMATED GADGET, L.P.

AMALGAMATED GADGET, L.P.

Advisory

N·FORT WORTH, TX

Data as of May 6, 2021 · Source: SEC Form ADV

Total AUM

$911M

1-Year AUM Growth

-28.4%

3-Year CAGR

-25.9%

Employees

19

Assets Under Management

Total AUM$911M

Discretionary AUM$911M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees19

Investment Advisers48

Employee Growth (1Y)—

Filing History

Total Filings on Record22

First FilingFeb 13, 2012

Latest FilingMay 6, 2021

🔒 Full AUM trend chart and 22 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on AMALGAMATED GADGET, L.P.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.