{{ Info.Overview }}

Adviser Profile

As of Date 06/09/2026
Registration SEC, Approved, 01/22/2024
Other registrations (1)
ADV Location DALLAS, TX, United States
Contact Info 214 xxxxxxx
Websites
AUM* 1,743,214,664 -4%
of that, discretionary 105,263,158 100%
Number of Employees 13
of those in investment advisory functions 8
Private Fund GAV* 105,263,158 -74%
Avg Account Size 249,030,666 -31%
SMA’s No
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Pension and profit sharing plans
- State or municipal government entities

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

2B 2B 1B 1B 774M 516M 258M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

Brochure Summary