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PRECISION FIDUCIARY PARTNERS, LLC
CRD 149694File 801-78809
APPROVED
Disclosure events
Filing as of Jul 10, 2026
Feed vintage Aug 17, 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
17
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://mesirowfinancial.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, 5GCompensation
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.