Adviser Profile
| As of Date | 05/29/2026 |
| Registration | SEC, Approved, 04/18/2024 |
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| Former registrations | |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 224,460,616 29% |
| of that, discretionary | 224,460,616 29% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 131,516,606 53% |
| Avg Account Size | 74,820,205 29% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
- Charitable organizations
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
224M
192M
160M
128M
96M
64M
32M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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