| As of Date | 07/14/2026 |
| Registration | SEC, Approved, 05/16/2024 |
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| ADV Location | DALLAS, TX, United States |
| Contact Info | (46 xxxxxxx |
| Websites |
| AUM* | 2,150,412,638 74% |
| of that, discretionary | 2,150,412,638 74% |
| Number of Employees | 16 14% |
| of those in investment advisory functions | 10 |
| Private Fund GAV* | 50,931,239 |
| Avg Account Size | 430,082,528 -65% |
| SMA’s | No |
| Private Funds | 3 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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