Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 11/22/2019
ADV Location DALLAS, TX, United States
Contact Info 214 xxxxxxx
Websites
AUM* 1,930,816,000 -74%
of that, discretionary 1,630,816,000 -77%
Number of Employees 2 100%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 965,408,000 -74%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Related adviser

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

9B 7B 6B 5B 4B 2B 1B
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary