PRECISION FIDUCIARY PARTNERS, LLC

CRD 149694File 801-78809

APPROVED

Disclosure events

Filing as of Jul 10, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$24.08B

Top 10% of cohort (national)

Discretionary AUM

$21.14B

Non-discretionary $2.94B

Clients

4,144

4,224 accounts

Employees

Top 10% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Nov 18, 2013
Principal office: 6300 BRIDGEPOINT PARKWAY, BUILDING 1, SUITE 300, AUSTIN, TX, 78730
Phone: (512) 879-1505
Website: https://mesirow.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $24.08B
Discretionary AUM: $21.14B
Non-discretionary AUM: $2.94B
Discretionary accounts: 3,684
Non-discretionary accounts: 540
Total accounts: 4,224
AUM per client: $5.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pooled investment vehicles	70	$523.3M
Pension and profit sharing plans	4,045	$20.21B
State or municipal government entities	29	$3.35B

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11C2
Q11C4
Q11C5

Filed changes

Date	Field	From	To	Change
Aug 1, 2026	Employees	30	17	decreased by13
Aug 1, 2026	Disclosures	No	Yes
Aug 1, 2026	Clients	4,167	4,144	decreased by23
Aug 1, 2026	AUM	$24,093,101,856	$24,079,375,901	decreased by$13,725,955
Aug 1, 2026	Accounts	4,247	4,224	decreased by23
Apr 1, 2026	Employees	27	30	increased by3
Apr 1, 2026	Clients	3,717	4,167	increased by450
Apr 1, 2026	AUM	$20,715,751,858	$24,093,101,856	increased by$3,377,349,998
Apr 1, 2026	Accounts	3,859	4,247	increased by388
May 1, 2025 vs Oct 1, 2022	Employees	23	27	increased by4
May 1, 2025 vs Oct 1, 2022	Clients	2,329	3,717	increased by1,388
May 1, 2025 vs Oct 1, 2022	AUM	$15,453,585,811	$20,715,751,858	increased by$5,262,166,047
May 1, 2025 vs Oct 1, 2022	Accounts	2,445	3,859	increased by1,414
Apr 1, 2022	Employees	20	23	increased by3
Apr 1, 2022	Clients	1,843	2,329	increased by486

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “PRECISION FIDUCIARY” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PRECISION FIDUCIARY” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.