| As of Date | 03/17/2026 |
| Registration | SEC, Approved, 01/14/2022 |
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| ADV Location | AUSTIN, TX, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 441,367,407 726% |
| of that, discretionary | 441,367,407 726% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 441,367,407 726% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds