Adviser Profile

As of Date 07/14/2026
Registration SEC, Approved, 05/16/2024
Other registrations (1)
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

Adviser Type

- Large advisory firm

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

2B 2B 2B 1B 922M 614M 307M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary