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Adviser Profile

As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 11
of those in investment advisory functions 9
Registration SEC, Approved, 11/29/2023
AUM* 231,202,315
of that, discretionary 231,202,315
Private Fund GAV* 175,834,898 -24.33%
Avg Account Size 28,900,289
SMA’s No
Private Funds 7
Contact Info 512 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

Discretionary
Non-discretionary
1 1 1 1

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count7 GAV$175,834,898

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Brochure Summary