| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 12/15/2023 |
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| ADV Location | HOUSTON, TX, United States |
| Contact Info | 346 xxxxxxx |
| Websites |
| AUM* | 1,941,241,320 -1% |
| of that, discretionary | 1,941,241,320 -1% |
| Number of Employees | 15 |
| of those in investment advisory functions | 9 13% |
| Private Fund GAV* | 1,646,132,202 -21% |
| Avg Account Size | 121,327,583 -13% |
| SMA’s | No |
| Private Funds | 16 2 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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