| As of Date | 07/15/2026 |
| Registration | SEC, Approved, 12/14/2021 |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 713 xxxxxxx |
| AUM* | 472,764,372 34% |
| of that, discretionary | 472,764,372 34% |
| Number of Employees | 36 |
| of those in investment advisory functions | 20 11% |
| Private Fund GAV* | 0 |
| Avg Account Size | 472,764,372 34% |
| SMA’s | No |
| Private Funds | 0 |
- Business development companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds