Adviser Profile

As of Date 03/24/2026
Registration SEC, Approved, 10/14/2020
ADV Location HOUSTON, TX, United States
Contact Info 713 xxxxxxx
Websites
AUM* 650,000,000 -4%
of that, discretionary 650,000,000 -4%
Number of Employees 20 -20%
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 216,666,667 253%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

860M 737M 614M 491M 369M 246M 123M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary