RIA Intel›Advisers›Texas›LIME ROCK INVESTMENT MANAGEMENT COMPANY, INC.

LIME ROCK INVESTMENT MANAGEMENT COMPANY, INC.

Advisory

SAN ANTONIO, TX

Data as of Feb 27, 2026 · Source: SEC Form ADV

Rank in TX

#2,380

of 2,813 advisers by AUM

Average account

$346K

across 26 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$9M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients25

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, NY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

25 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

OFF-TRAIL WORKS LLC

$9M

DAVID HENRY DISRAELI DBA LIFEPLAN ASSOCIATES

$9M

GOVERNING DYNAMICS, LLC

$9M

KWS ADVISORY GROUP, LLC

$9M

MEREDITH, KAREN ANN

$9M

BLUE MONARCH FINANCIAL INC.

$9M

Get the full picture on LIME ROCK INVESTMENT MANAGEMENT COMPANY, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track LIME ROCK INVESTMENT MANAGEMENT COMPANY, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans