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SOFTVEST ADVISORS, LLC, CRD 300084
ABILENE, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOHN MICHAEL DANIEL | n/a | ABILENE, TX | 7 | 15 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| SOFTVEST, LP | Hedge Fund | $474M | Mar 26, 2024 | 63 | Jan 4, 2019 | reported | n/a |
| CARRIZO SPRINGS MUSIC, LLC | Private Equity Fund | $19.7M | Mar 26, 2024 | 8 | Mar 30, 2020 | reported | 021-363358 |
| GRANITE SHOALS MUSIC FUND, LLC | Private Equity Fund | $15.3M | Mar 26, 2024 | 9 | Mar 30, 2023 | reported | 021-442888 |
| SOFTSEARCH INVESTMENT, LP | Private Equity Fund | $12.9M | Mar 26, 2024 | 8 | Jan 4, 2019 | reported | n/a |
| BARTON SPRINGS MUSIC, LLC | Private Equity Fund | $5.3M | Mar 26, 2024 | 10 | Jan 4, 2019 | reported | n/a |
| KNDC, LP | Private Equity Fund | $1.5M | Mar 26, 2024 | 5 | Jan 4, 2019 | reported | n/a |
| SOFTOP, LP | Private Equity Fund | $421,354 | May 31, 2019 | 2 | Jan 4, 2019 | dropped | n/a |
| LLANO MUSIC, LLC | Private Equity Fund | $126,999 | Nov 1, 2022 | 10 | Jan 4, 2019 | dropped | n/a |
| TENTEX MUSIC, LLC | Private Equity Fund | $31,967 | Nov 1, 2022 | 10 | Jan 4, 2019 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DANIEL, JOHN, MICHAEL | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | Na | yes | 01/2019 | Jan 4, 2019 | Mar 26, 2024 |
| OLIVER, ERIC, LEE | PRESIDENT AND MANAGING MEMBER | C | yes | 03/2019 | Jan 4, 2019 | Mar 26, 2024 |
| OLIVER, ERIC, LEE | PRESIDENT AND MANAGING MEMBER | Na | yes | 01/2019 | Jan 4, 2019 | Mar 26, 2024 |
| OLIVER, KLINE, DANIEL | Member | C | yes | 03/2019 | Jan 4, 2019 | Mar 26, 2024 |
| OLIVER, KLINE, DANIEL | CHIEF TRADING/RISK OFFICER | Na | yes | 01/2019 | Jan 4, 2019 | Mar 26, 2024 |
| SOFTVEST ADVISORS HOLDINGS, LLC | MANAGING MEMBER | E | yes | 03/2019 | Mar 28, 2019 | Mar 26, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SOFTVEST GP I, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Nashville | Tn | United States | 1 | no |
| Dallas | TX | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $788M | $788M | 7 | 7 | 2 | 6 | n/a |
| 2024 | Mar 27, 2025 | $784M | $784M | 7 | 7 | 2 | 6 | n/a |
| 2023 | Mar 26, 2024 | $544M | $544M | 7 | 7 | 2 | 6 | $528M |
| 2022 | Mar 30, 2023 | $686M | $686M | 8 | 6 | 1 | 6 | $660M |
| 2021 | Mar 30, 2022 | $407M | $407M | 9 | 7 | 2 | 7 | $406M |
| 2020 | Mar 31, 2021 | $297M | $297M | 8 | 7 | 2 | 7 | $289M |
| 2019 | Mar 30, 2020 | $334M | $334M | 9 | 7 | 2 | 7 | $314M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $788M | $784M | 0.6% | $686M | 4.7% | 7 | 7 | 2 | 2 |