JONES VILLALTA ASSET MANAGEMENT, LLC
CRD #114193 SEC #801-66485 AUSTIN, TX 512-494-1174
SEC Registered
Total AUM
$33.3M
Discretionary
$33.3M
Employees
1
Clients
0
Accounts
88
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 19, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JONES, STEPHEN, MARTIN | I | PRESIDENT OF JONES ASSET MANAGEMENT, LTD.; PRESIDENT OF STEPHEN JONES CAPITAL MANAGEMENT, INC. | NA | Control |
| JONES, STEPHEN, MARTIN | I | CHAIRMAN | NA | Control |
| JONES, STEPHEN, MARTIN | I | CHAIRMAN | NA | Control |
| JONES, STEPHEN, MARTIN | I | CHAIRMAN | NA | Control |
| JONES, STEPHEN, MARTIN | I | CHAIRMAN | NA | Control |
| JONES, STEPHEN, MARTIN | I | CHAIRMAN | NA | Control |
| JONES, STEPHEN, MARTIN | I | CHAIRMAN | NA | Control |
| JONES, STEPHEN, MARTIN | I | CHAIRMAN | NA | Control |
| JONES, STEPHEN, MARTIN | I | CHAIRMAN, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, STEPHEN, MARTIN | I | CHAIRMAN, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| JONES, STEPHEN, MARTIN | I | CHAIRMAN | NA | Control |
| JONES, STEPHEN, MARTIN | I | CHAIRMAN | NA | Control |
| JONES, STEPHEN, MARTIN | I | CHAIRMAN | NA | Control |
| SANSBURY, CATHERINE, LOUISE RUSCONI | I | GENERAL COUNSEL | NA | |
| SANSBURY, CATHERINE, LOUISE RUSCONI | I | GENERAL COUNSEL | NA | |
| STEPHEN JONES CAPITAL MANAGEMENT, INC. | DE | GENERAL PARTNER OF JONES ASSET MANAGEMENT, LTD. | NA | Control |
| STEPHEN JONES CAPITAL MANAGEMENT, INC. | DE | GENERAL PARTNER OF JONES ASSET MANAGEMENT, LTD. | NA | Control |
| STEPHEN JONES CAPITAL MANAGEMENT, INC. | DE | ELECTED MANAGER OF JONES VILLALTA ASSET MANAGEMENT, LLC | NA | Control |
| STEPHEN JONES CAPITAL MANAGEMENT, INC. | DE | ELECTED MANAGER OF JONES VILLALTA ASSET MANAGEMENT, LLC | NA | Control |
| STEPHEN JONES CAPITAL MANAGEMENT, INC. | DE | ELECTED MANAGER OF JONES VILLALTA ASSET MANAGEMENT, LLC | NA | Control |
| STEPHEN JONES CAPITAL MANAGEMENT, INC. | DE | ELECTED MANAGER OF JONES VILLALTA ASSET MANAGEMENT, LLC | NA | Control |
| STEPHEN JONES CAPITAL MANAGEMENT, INC. | DE | ELECTED MANAGER OF JONES VILLALTA ASSET MANAGEMENT, LLC | NA | Control |
| STEPHEN JONES CAPITAL MANAGEMENT, INC. | DE | ELECTED MANAGER OF JONES VILLALTA ASSET MANAGEMENT, LLC | NA | Control |
| STEPHEN JONES CAPITAL MANAGEMENT, INC. | DE | ELECTED MANAGER OF JONES VILLALTA ASSET MANAGEMENT, LLC | NA | Control |
| STEPHEN JONES CAPITAL MANAGEMENT, INC. | DE | ELECTED MANAGER OF JONES VILLALTA ASSET MANAGEMENT, LLC | NA | Control |
| STEPHEN JONES CAPITAL MANAGEMENT, INC. | DE | ELECTED MANAGER OF JONES VILLALTA ASSET MANAGEMENT, LLC | NA | Control |
| STEPHEN JONES CAPITAL MANAGEMENT, INC. | DE | ELECTED MANAGER OF JONES VILLALTA ASSET MANAGEMENT, LLC | NA | Control |
| STEPHEN JONES CAPITAL MANAGEMENT, INC. | DE | ELECTED MANAGER OF JONES VILLALTA ASSET MANAGEMENT, LLC | NA | Control |
| SMJ LOYAL TRUST | DE | LIMITED PARTNER OF JONES ASSET MANAGEMENT, LTD. | E | Control |
| SMJ LOYAL TRUST | DE | LIMITED PARTNER OF JONES ASSET MANAGEMENT, LTD. | E | Control |
| SMJ LOYAL TRUST | DE | SHAREHOLDER OF JONES VILLALTA ASSET MANAGEMENT, LLC | E | Control |
| SMJ LOYAL TRUST | DE | SHAREHOLDER OF JONES VILLALTA ASSET MANAGEMENT, LLC | E | Control |
| SMJ LOYAL TRUST | DE | SHAREHOLDER OF JONES VILLALTA ASSET MANAGEMENT, LLC | E | Control |
| SMJ LOYAL TRUST | DE | SHAREHOLDER OF JONES VILLALTA ASSET MANAGEMENT, LLC | E | Control |
| SMJ LOYAL TRUST | DE | SHAREHOLDER OF JONES VILLALTA ASSET MANAGEMENT, LLC | E | Control |
| SMJ LOYAL TRUST | DE | SHAREHOLDER OF JONES VILLALTA ASSET MANAGEMENT, LLC | E | Control |
| SMJ LOYAL TRUST | DE | SHAREHOLDER OF JONES VILLALTA ASSET MANAGEMENT, LLC | E | Control |
| SMJ LOYAL TRUST | DE | SHAREHOLDER OF JONES VILLALTA ASSET MANAGEMENT, LLC | E | Control |
| SMJ LOYAL TRUST | DE | SHAREHOLDER OF JONES VILLALTA ASSET MANAGEMENT, LLC | E | Control |
| SMJ LOYAL TRUST | DE | SHAREHOLDER OF JONES VILLALTA ASSET MANAGEMENT, LLC | E | Control |
| SMJ LOYAL TRUST | DE | SHAREHOLDER OF JONES VILLALTA ASSET MANAGEMENT, LLC | E | Control |
| VILLALTA, THOMAS, EDWARD | I | CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| VILLALTA, THOMAS, EDWARD | I | PRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | B | Control |
| VILLALTA, THOMAS, EDWARD | I | PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER & SHAREHOLDER | B | Control |
| VILLALTA, THOMAS, EDWARD | I | PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER & SHAREHOLDER | B | Control |
| VILLALTA, THOMAS, EDWARD | I | PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER & SHAREHOLDER | B | Control |
| VILLALTA, THOMAS, EDWARD | I | PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER & SHAREHOLDER | B | Control |
| VILLALTA, THOMAS, EDWARD | I | PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER & SHAREHOLDER | B | Control |
| VILLALTA, THOMAS, EDWARD | I | PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER & SHAREHOLDER | B | Control |
| VILLALTA, THOMAS, EDWARD | I | UNIT HOLDER | B | |
| VILLALTA, THOMAS, EDWARD | I | UNIT HOLDER | B | |
| VILLALTA, THOMAS, EDWARD | I | PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER & SHAREHOLDER | B | Control |
| VILLALTA, THOMAS, EDWARD | I | PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER & SHAREHOLDER | B | Control |
| VILLALTA, THOMAS, EDWARD | I | PRESIDENT, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER & SHAREHOLDER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| JONES, JON, REX | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST. | F | |
| JONES, JON, REX | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST. | F | |
| JONES, JON, REX | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST. | F | |
| JONES, JON, REX | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST. | F | |
| JONES, JON, REX | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST. | F | |
| JONES, JON, REX | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST. | F | |
| JONES, JON, REX | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST. | F | |
| JONES, JON, REX | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST. | F | |
| JONES, JON, REX | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST. | F | |
| JONES, JON, REX | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST. | F | |
| JONES, JON, REX | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST. | F | |
| JONES, JON, REX | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST. | F | |
| JONES, JON, REX | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST. | F | |
| JONES, STEPHEN, MARTIN | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST | F | |
| JONES, STEPHEN, MARTIN | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST | F | |
| JONES, STEPHEN, MARTIN | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST | F | |
| JONES, STEPHEN, MARTIN | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST | F | |
| JONES, STEPHEN, MARTIN | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST | F | |
| JONES, STEPHEN, MARTIN | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST | F | |
| JONES, STEPHEN, MARTIN | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST | F | |
| JONES, STEPHEN, MARTIN | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST | F | |
| JONES, STEPHEN, MARTIN | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST | F | Control |
| JONES, STEPHEN, MARTIN | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST | F | Control |
| JONES, STEPHEN, MARTIN | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST | F | Control |
| JONES, STEPHEN, MARTIN | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST | F | Control |
| JONES, STEPHEN, MARTIN | I | MR. JONES IS ONE OF TWO TRUSTEES OF THE SMJ LOYAL TRUST | F | Control |
| SMJ LOYAL TRUST | DE | STEPHEN JONES CAPITAL MANAGEMENT, INC. | E | Control |
| SMJ LOYAL TRUST | DE | STEPHEN JONES CAPITAL MANAGEMENT, INC. | E | Control |
| SMJ LOYAL TRUST | DE | STEPHEN JONES CAPITAL MANAGEMENT, INC. | E | Control |
| SMJ LOYAL TRUST | DE | STEPHEN JONES CAPITAL MANAGEMENT, INC. | E | Control |
| SMJ LOYAL TRUST | DE | STEPHEN JONES CAPITAL MANAGEMENT, INC. | E | Control |
| SMJ LOYAL TRUST | DE | STEPHEN JONES CAPITAL MANAGEMENT, INC. | E | Control |
| SMJ LOYAL TRUST | DE | STEPHEN JONES CAPITAL MANAGEMENT, INC. | E | Control |
| SMJ LOYAL TRUST | DE | STEPHEN JONES CAPITAL MANAGEMENT, INC. | E | Control |
| SMJ LOYAL TRUST | DE | STEPHEN JONES CAPITAL MANAGEMENT, INC. | E | Control |
| SMJ LOYAL TRUST | DE | STEPHEN JONES CAPITAL MANAGEMENT, INC. | E | Control |
Registrations
Federal
IA
Sep 19, 2012 REGISTERED
Notice Filings (1)
TX
Address
2705 BEE CAVE ROADSUITE 200
AUSTIN, TX 78746
United States
Phone: 512-494-1174