| Revenue | {{ Info.Revenue | formatUSD }} |
| Headquarters | {{ Info.Headquarters }} |
| As of Date | 01/27/2025 |
| Adviser Type - Large advisory firm | |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Registration | SEC, Approved, 01/19/2021 |
- High net worth individuals
- Insurance companies
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker55336V100 | Stock NameMPLX LP | $ Position$120,768,041 | % Position17.00% | $ Change32.00% | # Change18.00% |
| Stck Ticker29273V100 | Stock NameENERGY TRANSFER L P | $ Position$93,127,404 | % Position13.00% | $ Change-5.00% | # Change0.00% |
| Stck Ticker726503105 | Stock NamePLAINS ALL AMERN PIPELINE L | $ Position$76,653,160 | % Position11.00% | $ Change17.00% | # Change0.00% |
| Stck Ticker293792107 | Stock NameENTERPRISE PRODS PARTNERS L | $ Position$70,983,512 | % Position10.00% | $ Change9.00% | # Change0.00% |
| Stck Ticker958669103 | Stock NameWESTERN MIDSTREAM PARTNERS L | $ Position$60,109,046 | % Position8.00% | $ Change7.00% | # Change0.00% |
| Stck Ticker682680103 | Stock NameONEOK INC NEW | $ Position$42,296,494 | % Position6.00% | $ Change88.00% | # Change90.00% |
| Stck Ticker969457100 | Stock NameWILLIAMS COS INC | $ Position$35,348,040 | % Position5.00% | $ Change23.00% | # Change11.00% |
| Stck Ticker87612G101 | Stock NameTARGA RES CORP | $ Position$31,759,259 | % Position4.00% | $ Change12.00% | # Change0.00% |
| Stck Ticker86765K109 | Stock NameSUNOCO LP/SUNOCO FIN CORP | $ Position$32,093,710 | % Position4.00% | $ Change13.00% | # Change0.00% |
| Stck Ticker49456B101 | Stock NameKINDER MORGAN INC DEL | $ Position$30,126,710 | % Position4.00% | $ Change-4.00% | # Change-8.00% |