| As of Date | 04/01/2026 |
| Registration | SEC, Approved, 08/02/2024 |
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| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| AUM* | 192,322,986 5% |
| of that, discretionary | 96,252,293 9% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 129,106,900 -4% |
| Avg Account Size | 4,091,978 -96% |
| SMA’s | No |
| Private Funds | 2 2 |
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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