Private Market View

ROOT FINANCIAL PARTNERS

Other · AUSTIN, TX

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • ROOT FINANCIAL PARTNERS is a other based in AUSTIN, TX.

Registered with the SEC

Form ADV · 2026-04 · CRD 290289
Regulatory AUM
Private fund assets
Private funds
Staff
65
Registered office
AUSTIN, TX
SEC status
Approved

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as ROOT FINANCIAL PARTNERS, LLC).

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Portfolio

Portfolio — not yet on record

No portfolio companies for ROOT FINANCIAL PARTNERS are on record yet. Positions surface from round participations, filings, and coverage.

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ROOT FINANCIAL PARTNERS — Portfolio, Investments & Funds | Private Market View