OWNER RESOURCE GROUP, LLC
CRD #164028 SEC #801-79553 AUSTIN, TX 512-505-4180
SEC Registered Private Funds
Total AUM
$521.2M
Discretionary
$521.2M
Employees
16
Clients
--
Accounts
10
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $521.2M | $521.2M | $0 | 16 | 0 |
| Mar 2025 | $521.2M | $521.2M | $0 | 16 | 0 |
| Apr 2024 | $566.5M | $566.5M | $0 | 13 | 0 |
| Mar 2024 | $566.5M | $566.5M | $0 | 13 | 0 |
| May 2023 | $577.9M | $577.9M | $0 | 15 | 0 |
| Mar 2023 | $577.9M | $577.9M | $0 | 15 | 0 |
| Mar 2022 | $377.5M | $377.5M | $0 | 15 | 0 |
| Dec 2021 | $257.5M | $257.5M | $0 | 13 | 0 |
| Apr 2021 | $257.5M | $257.5M | $0 | 13 | 0 |
| Mar 2021 | $257.5M | $257.5M | $0 | 13 | 0 |
| Mar 2020 | $373.2M | $373.2M | $0 | 14 | 0 |
| Mar 2019 | $543.9M | $543.9M | $0 | 12 | 0 |
| Apr 2018 | $616.2M | $616.2M | $0 | 11 | 17 |
| Mar 2018 | $616.1M | $616.1M | $0 | 11 | 17 |
| Sep 2017 | $544.4M | $544.4M | $0 | 11 | 11 |
| Mar 2017 | $338.8M | $338.8M | $0 | 10 | 11 |
| Nov 2016 | $314.8M | $314.8M | $0 | 10 | 11 |
| Apr 2016 | $314.8M | $314.8M | $0 | 10 | 11 |
| Mar 2016 | $314.8M | $314.8M | $0 | 10 | 11 |
| Dec 2015 | $164.5M | $164.5M | $0 | 9 | 11 |
| Nov 2015 | $164.5M | $164.5M | $0 | 9 | 11 |
| Nov 2015 | $164.5M | $164.5M | $0 | 9 | 11 |
| Mar 2015 | $295.3M | $295.3M | $0 | 7 | 11 |
| Dec 2014 | $187.1M | $187.1M | $0 | 9 | 11 |
| Apr 2014 | $187.1M | $187.1M | $0 | 10 | 11 |
| Mar 2014 | $186.7M | $186.7M | $0 | 10 | 11 |
DateMay 2025
Total AUM$521.2M
Discretionary$521.2M
Non-Disc.$0
Employees16
Clients0
DateMar 2025
Total AUM$521.2M
Discretionary$521.2M
Non-Disc.$0
Employees16
Clients0
DateApr 2024
Total AUM$566.5M
Discretionary$566.5M
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$566.5M
Discretionary$566.5M
Non-Disc.$0
Employees13
Clients0
DateMay 2023
Total AUM$577.9M
Discretionary$577.9M
Non-Disc.$0
Employees15
Clients0
DateMar 2023
Total AUM$577.9M
Discretionary$577.9M
Non-Disc.$0
Employees15
Clients0
DateMar 2022
Total AUM$377.5M
Discretionary$377.5M
Non-Disc.$0
Employees15
Clients0
DateDec 2021
Total AUM$257.5M
Discretionary$257.5M
Non-Disc.$0
Employees13
Clients0
DateApr 2021
Total AUM$257.5M
Discretionary$257.5M
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$257.5M
Discretionary$257.5M
Non-Disc.$0
Employees13
Clients0
DateMar 2020
Total AUM$373.2M
Discretionary$373.2M
Non-Disc.$0
Employees14
Clients0
DateMar 2019
Total AUM$543.9M
Discretionary$543.9M
Non-Disc.$0
Employees12
Clients0
DateApr 2018
Total AUM$616.2M
Discretionary$616.2M
Non-Disc.$0
Employees11
Clients17
DateMar 2018
Total AUM$616.1M
Discretionary$616.1M
Non-Disc.$0
Employees11
Clients17
DateSep 2017
Total AUM$544.4M
Discretionary$544.4M
Non-Disc.$0
Employees11
Clients11
DateMar 2017
Total AUM$338.8M
Discretionary$338.8M
Non-Disc.$0
Employees10
Clients11
DateNov 2016
Total AUM$314.8M
Discretionary$314.8M
Non-Disc.$0
Employees10
Clients11
DateApr 2016
Total AUM$314.8M
Discretionary$314.8M
Non-Disc.$0
Employees10
Clients11
DateMar 2016
Total AUM$314.8M
Discretionary$314.8M
Non-Disc.$0
Employees10
Clients11
DateDec 2015
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees9
Clients11
DateNov 2015
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees9
Clients11
DateNov 2015
Total AUM$164.5M
Discretionary$164.5M
Non-Disc.$0
Employees9
Clients11
DateMar 2015
Total AUM$295.3M
Discretionary$295.3M
Non-Disc.$0
Employees7
Clients11
DateDec 2014
Total AUM$187.1M
Discretionary$187.1M
Non-Disc.$0
Employees9
Clients11
DateApr 2014
Total AUM$187.1M
Discretionary$187.1M
Non-Disc.$0
Employees10
Clients11
DateMar 2014
Total AUM$186.7M
Discretionary$186.7M
Non-Disc.$0
Employees10
Clients11