Titan Fund Management, LLC (Austin)


Titan Fund Management, LLC is a large advisory firm based in Austin. It manages $125.56 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of New Mexico and Texas.

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Titan Fund Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as real estate development and construction.

Titan Fund Management: assets under management

The assets under management (AUM) of Titan Fund Management, LLC is $125.56 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $125.56 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $125.56 million each.
Titan Fund Management has custody of $125.56 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Titan Fund Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Titan Fund Management serves?

The only and largest group of clients of Titan Fund Management is pooled investment vehicles with 1 clients and $125.56 million of assets under management. Among the 9 most similar advisory firms, Titan Fund Management has the 2nd highest percentage of pooled investment vehicles out of all clients.


The amount of regulatory assets under management is $125.56 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Titan Fund Management also advises several private funds. Namely, one real estate fund. The minimum investment commitment required of non-related persons is $500,000 for each fund.

Careers at Titan Fund Management, LLC

The company employs 8 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Kevin Reid Member 1 Feb 1999 75% - 100% 6874291
Ben Spencer Member 1 Feb 1999 75% - 100% 6874294
Kevin Lewis Reid Member 1 Feb 1999 75% - 100% 6874291
Ben Fritz Spencer Member 1 Feb 1999 75% - 100% 6874294
Andrew Dolan Member 1 Mar 2005 75% - 100% 6874301
Andrew William Dolan Member 1 Mar 2005 75% - 100% 6874301
Kurt Browning Member 1 Jun 2009 75% - 100% 6874303
Kurt Richard Browning Member 1 Jun 2009 75% - 100% 6874303
Christopher Pacheco General counsel, executive vice president and chief compliance officer 1 Aug 2014 Other 6874317
Christopher Michael Pacheco General counsel, executive vice president and chief compliance officer 1 Aug 2014 Other 6874317
John Holtz Controller 1 May 2015 Other 6874314
John Gerald Holtz Controller 1 May 2015 Other 6874314
James Coe Schlicher Member and manager 1 Mar 2016 75% - 100% 6874307
Lindsey Jacot Vice president of finance 1 Feb 2017 Other 6874309
Lindsey Amber Jacot Vice president of finance 1 Feb 2017 Other 6874309
Lindsey Amber Jacot Executive vice president, chief compliance officer 1 Oct 2018 Other 6874309

Based in Austin

The principal office where Titan Fund Management, LLC performs its advisory services is located at 2901 Bee Cave Rd., Austin, TX 78746, which is also the mailing address of the firm. An additional office of the firm is in Albuquerque, NM. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 512-494-4722 or by fax 505-837-1061. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at titan-development.com.