Adviser Profile

As of Date 03/12/2026
Registration SEC, Approved, 01/11/2023
Other registrations (1)
ADV Location HOUSTON, TX, United States
Contact Info 833 xxxxxxx
Websites
AUM* 40,011,977 5%
of that, discretionary 40,011,977 5%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 20,005,989 110%
SMA’s No
Private Funds 1 1

Adviser Type

- Mid-sized advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies
- Other investment advisers

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

40M 34M 29M 23M 17M 11M 6M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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