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CAYETANO DEVELOPMENT, LLC

CRD 290076File 801-121555
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$666.6M
Above cohort median (national)
Discretionary AUM
$666.6M
Clients
64
64 accounts
Employees
46
Above cohort median in TX

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
FWRO
Registration date
Jun 21, 2021
Principal office
7001 BURNET ROAD, STE. 250, AUSTIN, TX, 78757
Phone
512-600-3119

Assets & accounts

ADV Item 5F
Total regulatory AUM
$666.6M
Discretionary AUM
$666.6M
Non-discretionary AUM
$0
Discretionary accounts
64
Non-discretionary accounts
0
Total accounts
64
AUM per client
$10.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles64$666.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Fixed fees
  • Other (described) — PERCENTAGE OF LOAN PROCEEDS
  • Performance-based fees

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees3746increased by9
Apr 1, 2026Clients6264increased by2
Apr 1, 2026AUM$616,897,436$666,603,019increased by$49,705,583
Apr 1, 2026Accounts6264increased by2
May 1, 2025
vs Oct 1, 2022
Employees3637increased by1
May 1, 2025
vs Oct 1, 2022
Clients4162increased by21
May 1, 2025
vs Oct 1, 2022
AUM$227,010,000$616,897,436increased by$389,887,436
May 1, 2025
vs Oct 1, 2022
Accounts4162increased by21
Apr 1, 2022Employees3036increased by6
Apr 1, 2022Clients3941increased by2
Apr 1, 2022AUM$145,673,000$227,010,000increased by$81,337,000
Apr 1, 2022Accounts3941increased by2
Jul 1, 2021Registration—APPROVED

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

See plans that list “CAYETANO DEVELOPMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAYETANO DEVELOPMENT” 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.