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CRD 301354
HOUSTON, 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 |
|---|---|---|---|---|---|---|
| JASON LAWRENCE FERTITTA | n/a | HOUSTON, TX | 7 | 24 | 3 | no |
| WILLIAM SHELDON BUSCH | Certified Financial Planner | Dallas, TX | HOUSTON, TX | 7 | 17 | 3 | yes |
| ROBERT HALL WELLINGTON | n/a | HOUSTON, TX | 7 | 18 | 2 | yes |
| JOSHUA JOHN CALTRIDER | n/a | Dallas, TX | HOUSTON, TX | 7 | 14 | 1 | yes |
| Johnathan Andrew Schnitzer | n/a | HOUSTON, TX | 7 | 12 | 1 | no |
| WILLIAM DARRYL BUSCH | n/a | Austin, TX | HOUSTON, TX | 7 | 30 | 4 | yes |
| MICHAEL KARL MITHOFF | n/a | HOUSTON, TX | 7 | 18 | 5 | no |
| DAVID MARTIN DARST | Chartered Financial Analyst | HOUSTON, TX | 7 | 30 | n/a | no |
| ROBERT LOGAN JONES | n/a | HOUSTON, TX | 6 | 17 | 3 | no |
| ROBERT CASSIN MUSE | n/a | HOUSTON, TX | 6 | 29 | n/a | no |
| MICHAEL PAUL SCHAUFELE | n/a | Dallas, TX | HOUSTON, TX | 6 | 11 | n/a | no |
| ALEX CHARLES ZENGO | n/a | HOUSTON, TX | 6 | 24 | 2 | yes |
| RONALD ED THACKER | n/a | Austin, TX | HOUSTON, TX | 5 | 40 | 3 | no |
| LYNNE RUSSELL | n/a | HOUSTON, TX | 5 | 25 | 2 | no |
| JOSEPH CAIN SAVERY | n/a | HOUSTON, TX | 5 | 11 | 1 | no |
| JEAN PIERRE MALO | Chartered Financial Analyst | HOUSTON, TX | 5 | 35 | 3 | no |
| Michelle McKesson Holmes | n/a | HOUSTON, TX | Dallas, TX | 4 | 19 | 5 | yes |
| MELISSA CHRISTINE GILES | Certified Financial Planner | HOUSTON, TX | Austin, TX | 4 | 18 | 2 | yes |
| Ben L. Davidson | n/a | HOUSTON, TX | 4 | 11 | n/a | no |
| TRACY SHANNON GRIFFIN | n/a | HOUSTON, TX | 4 | 30 | 3 | no |
| FATINA MCKENZIE BENJAMIN | n/a | HOUSTON, TX | 4 | 19 | 3 | no |
| ROBERT LEE STILLWELL | n/a | HOUSTON, TX | 4 | 17 | n/a | no |
| JOHN STEVEN PILAND | n/a | HOUSTON, TX | Austin, TX | 4 | 45 | 6 | no |
| TAMARA ANN DUPONT | n/a | HOUSTON, TX | 3 | 21 | 6 | no |
| PHILLIP K KNIGHT | Certified Financial Planner | Midland, TX | HOUSTON, TX | 3 | 19 | 4 | yes |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| AMERICANA - JET LINX PARTNERS, LP | Private Equity Fund | $23.2M | Apr 29, 2026 | 10 | Sep 21, 2023 | reported | 021-485773 |
| AMERICANA - TB SERIES 2022, LP | Private Equity Fund | $20.5M | Apr 29, 2026 | 42 | Feb 10, 2022 | reported | 021-423092 |
| AMERICANA - TB DISCOVER FUND III, LP | Private Equity Fund | $13.5M | Apr 29, 2026 | 12 | Oct 29, 2020 | reported | 021-3176945 |
| AMERICANA - SG CREDIT FUND II, LP | Private Equity Fund | $11.6M | Apr 29, 2026 | 20 | Jun 9, 2021 | reported | 021-398862 |
| AMERICANA - LGP SERIES 2022, LP | Private Equity Fund | $4.5M | Apr 29, 2026 | 16 | Mar 23, 2023 | reported | 021-434932 |
| AMERICANA - EL ENERGY TRANSITION FUND I, LP | Private Equity Fund | $271,322 | Apr 29, 2026 | 5 | Oct 29, 2020 | reported | 021-378019 |
| AMERICANA - TB SERIES 2024 LP | Private Equity Fund | $0 | Apr 29, 2026 | 0 | Jul 30, 2024 | reported | 021-510094 |
| AP PRIVATE MARKETS 2024 VINTAGE FUND LP | Private Equity Fund | $0 | Sep 4, 2024 | 0 | Jul 30, 2024 | dropped | 021-510099 |
| AP- BAKKEN, LP | n/a | $0 | Apr 29, 2026 | 6 | Apr 29, 2026 | reported | 021-2066223 |
| AP PRIVATE MARKETS 2024 VINTAGE FUND LP | n/a | $0 | Apr 29, 2026 | 0 | Apr 29, 2026 | reported | 021-2018140 |
| AMERICANA - BIG FLOW PARTNERS, LP | Private Equity Fund | $0 | Sep 4, 2024 | 0 | Jul 30, 2024 | dropped | 021-510106 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| AMERICANA PARTNERS HOLDINGS LLC | Member | E | yes | 12/2024 | Apr 29, 2026 | Apr 29, 2026 |
| FERTITTA, JASON, LAWRENCE | CHIEF EXECUTIVE OFFICER/FOUNDING PARTNER | Na | yes | 04/2019 | Apr 29, 2026 | Apr 29, 2026 |
| WELLINGTON, ROBERT, HALL | FOUNDING PARTNER/8/2024 CHIEF OPERATING OFFICER | Na | yes | 04/2019 | Apr 29, 2026 | Apr 29, 2026 |
| ZENGO, ALEX, CHARLES | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | Na | yes | 09/2020 | Apr 29, 2026 | Apr 29, 2026 |
| BUSCH, WILLIAM, DARRYL | MANAGING DIRECTOR/FOUNDING PARTNER | A | yes | 04/2019 | Apr 26, 2019 | Sep 4, 2024 |
| BUSCH, WILLIAM, SHELDON | MANAGING DIRECTOR, FOUNDING PARTNER | Na | yes | 04/2019 | Apr 26, 2019 | Sep 4, 2024 |
| CALTRIDER, JOSHUA, JOHN | MANAGING DIRECTOR, FOUNDING PARTNER | A | yes | 04/2019 | Apr 26, 2019 | Sep 4, 2024 |
| STILLWELL, ROBERT, LEE | CHIEF FINANCIAL OFFICER | Na | yes | 07/2024 | Sep 4, 2024 | Sep 4, 2024 |
| GILES, MELISSA, CHRISTINE | CHIEF PLATFORM OFFICER | Na | no | 03/2026 | Apr 29, 2026 | Apr 29, 2026 |
| MITCHELL, MICHAEL, KEVIN | CHIEF FINANCIAL OFFICER | Na | no | 03/2026 | Apr 29, 2026 | Apr 29, 2026 |
| THACKER, RONALD, ED | PRESIDENT/MANAGING DIRECTOR | Na | no | 03/2021 | Apr 29, 2026 | Apr 29, 2026 |
| GPE-AMERICANA LP | PASSIVE INVESTOR | A | no | 06/2019 | Mar 30, 2020 | Sep 4, 2024 |
| LOWE INTEREST LP | PASSIVE INVESTOR | A | no | 06/2019 | Mar 30, 2020 | Sep 4, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| AMERICANA PARTNERS PLANNING STRATEGIES | n/a | n/a | n/a | Y | yes | n/a |
| AMERICANA PE GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Midland | TX | United States | 5 | yes |
| Dallas | TX | United States | 4 | yes |
| Austin | TX | United States | 1 | yes |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 29, 2026 | $9.1B | $7.0B | 86 | 34 | 11 | 9 | n/a |
| 2024 | Mar 27, 2025 | $6.1B | $4.5B | 50 | 26 | 5 | 8 | n/a |
| 2023 | Mar 21, 2024 | $4.9B | $3.7B | 45 | 25 | 4 | 6 | $44.2M |
| 2022 | Mar 23, 2023 | $3.8B | $2.1B | 42 | 24 | 4 | 5 | $17.8M |
| 2021 | Mar 25, 2022 | $2.6B | $877M | 30 | 19 | 3 | 4 | $6.6M |
| 2020 | Mar 31, 2021 | $1.8B | $457M | 23 | 15 | 2 | 2 | $0 |
| 2019 | Mar 30, 2020 | $2.0B | $496M | 19 | 15 | 2 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 6 | 1 | 5 | 1.9% | 0 | 0 | 0 | 23 | 4 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $9.1B | $6.1B | 49.6% | $3.8B | 33.4% | 86 | 50 | 11 | 5 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| L & S ADVISORS, INC | 2 | Mar 5, 2026 | Mar 10, 2026 | LOS ANGELES, CA | Team lift out | RIA to RIA | 15.4% |
| MORGAN STANLEY | 4 | May 16, 2025 | May 2, 2025 | HOUSTON, TX | Team lift out | Wirehouse to RIA | 0.0% |
| BOULEVARD FAMILY WEALTH SERVICES, LLC | 3 | Aug 14, 2024 | Jun 11, 2025 | BEVERLY HILLS, CA | Firm absorbed | RIA to RIA | 100.0% |
| MORGAN STANLEY | 5 | Feb 28, 2023 | Jun 14, 2023 | MIDLAND, TX | Team lift out | Wirehouse to RIA | 0.0% |
| AVALON INVESTMENT & ADVISORY | 2 | Aug 3, 2021 | Aug 17, 2021 | HOUSTON, TX | Team lift out | RIA to RIA | 8.0% |
| MORGAN STANLEY | 9 | May 6, 2019 | Jan 18, 2022 | HOUSTON, TX | Team lift out | Wirehouse to new firm | 0.1% |