AS Investment Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$2,423,818
Clients
10
Advisors
1
of 1 employees
About
AS Investment Partners LLC is an independent advisory firm, founded in 2024, that provides discretionary and non-discretionary asset management and financial planning to individuals and institutional clients, including corporations, endowments, trusts and estates. Services include ongoing portfolio management, customized financial plans, and implementation support tailored to client goals and risk tolerances.
The firm describes a business-oriented investment approach that emphasizes fundamental analysis and intrinsic value, seeking companies with durable competitive advantages and long-term compounding potential. Portfolios may include a wide range of instruments—U.S. and non-U.S. equities, debt, convertible securities, options, OTC securities and short-term instruments—and are monitored on an ongoing basis with client-directed restrictions accommodated.
What distinguishes the firm from many peers is its use of performance-based fee arrangements for qualified clients and the inclusion in the brochure of illustrative performance calculations and a VAMI-based threshold methodology to explain how those fees are determined. The brochure also indicates the firm’s ability to employ borrowing or leverage in managed accounts and its willingness to serve corporate/business clients, and its lead investment professional holds advanced quantitative training and a CFA charter and participates on a public accounting advisory committee.
Client services
Expertise
Fee options
1.00% annually, flat fee for all asset levels
$250 per hour for financial planning services
25% of the increase in net assets over an annual 6% hurdle rate, subject to high water mark, charged annually in arrears, only for Qualified Clients
Main office
Leander TX
Advisors at this office
1
Most active in
Texas
Also doing business as
As Investment Partners LLC · Sky Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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