Adviser Profile

As of Date 05/05/2026
Registration SEC, Approved, 02/12/2021
ADV Location DALLAS, TX, United States
Contact Info 214 xxxxxxx
Websites
AUM* 823,364,252 95%
of that, discretionary 823,364,252 96%
Number of Employees 4 100%
of those in investment advisory functions 4 300%
Private Fund GAV* 0
Avg Account Size 274,454,751 95%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Investment companies
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

823M 706M 588M 470M 353M 235M 118M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary