Austin, TX Office
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Shadowridge Asset Management, LLC
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About
Shadowridge Asset Management, LLC is a fee-only advisory firm that provides discretionary asset management, fixed-fee financial planning, and financial consulting to individuals (including high-net-worth clients), 403(b) and Texas ORP plans, trusts, estates, charitable organizations, businesses and other advisors. Services described in the brochure include portfolio management, SEI-managed account and mutual fund model programs, sub-advised separately managed accounts, and multi-tiered financial planning engagements with specified deliverables and checkup periods.
The firm’s investment process is discretionary and customized to client objectives and risk tolerances, employing fundamental, technical and cyclical analysis as appropriate and using mutual funds, ETFs (including leveraged and inverse products), options and cash management as components of portfolios. Shadowridge may hire sub‑advisors, uses SEI’s Managed Account Solutions and model portfolios, treats cash as an asset class, conducts periodic account reviews, and discloses the controlled use of AI tools that are reviewed by staff rather than relied on as a substitute for professional judgment.
Shadowridge’s brochure highlights several features that differ from many peers: a managing member is affiliated with Shadowridge Capital, LLC, a registered commodity pool operator, and the firm is affiliated with a private investment vehicle (Shadowridge Apex Fund, LP) that it may recommend to qualified clients with separate offering documents and conflict disclosures. The firm also discloses that it may enter written referral/solicitor arrangements that involve compensation to introducers and will provide clients with the required disclosure documents, and it both acts as a sub‑advisor to other advisors and accepts sub‑advisory engagements.
Based on Shadowridge Asset Management, LLC
Expertise
Based on Shadowridge Asset Management, LLC
Occupation focus
Based on Shadowridge Asset Management, LLC
Location
1001 S. Capital of Texas Highway, M 100
Austin TX 78746
Advisors at this office
5
Advisors at this office
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