| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 11/16/2021 |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 1,098,187,000 0% |
| of that, discretionary | 1,098,187,000 0% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,098,187,000 0% |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
No private funds