# Buildgroup Management

> Buildgroup Management is an SEC-registered investment advisory firm in Austin, TX, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.

- CRD: 289150
- Filed as: BUILDGROUP MANAGEMENT
- Legal name: Buildgroup Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/289150
- AdvisorCensus page: https://advisorcensus.com/firm/buildgroup-management-austin-tx-289150

## Quick answers

**How is Buildgroup Management compensated?**
On its Form ADV (Item 5.E, October 2026), Buildgroup Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Buildgroup Management located?**
Buildgroup Management's principal office is in Austin, TX, according to its Form ADV.

**Is Buildgroup Management registered with the SEC or a state?**
Buildgroup Management is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 289150.

**How much does Buildgroup Management manage?**
Buildgroup Management reports $294,443,559 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary).

**How have Buildgroup Management's assets and staff changed since 2021?**
In the Form ADV data for Buildgroup Management: Regulatory assets under management: $348,812,086 in the October 2021 data and $294,443,559 in the October 2026 data, down 16%. Total employees: 9 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Buildgroup Management serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Buildgroup Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/289150

**Does Buildgroup Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The minimum initial capital commitment generally required for an investor in a Fund is $10,000,000 (subject to BuildGroup Management’s discretion to accept a lesser amount)."

**What changed in Buildgroup Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $536,979,841 to $294,443,559 (-45%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $10,000,000 (the brochure says it may be waived or negotiated)

> The minimum initial capital commitment generally required for an investor in a Fund is $10,000,000 (subject to BuildGroup Management’s discretion to accept a lesser amount).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $294,443,559
- Discretionary: $294,443,559
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $294,443,559 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- buildgroup.com
- LinkedIn @thebuildgroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $348,812,086 | 9 | March 30, 2021 |
| October 2022 | $458,724,660 | 10 | March 29, 2022 |
| October 2023 | $395,057,517 | 8 | October 2, 2023 |
| October 2024 | $371,333,073 | 7 | March 29, 2024 |
| October 2025 | $536,979,841 | 4 | March 31, 2025 |
| October 2026 | $294,443,559 | 5 | June 30, 2026 |

Regulatory assets under management: $348,812,086 in the October 2021 data and $294,443,559 in the October 2026 data, down 16%.
Total employees: 9 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $536,979,841 to $294,443,559 (-45%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Buildgroup Management (CRD 289150): Form ADV filing data as of October 2026.