| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 08/15/2024 |
| ADV Location | AUSTIN, TX, United States |
| Contact Info | 737 xxxxxxx |
| Websites |
| AUM* | 869,593,252 63% |
| of that, discretionary | 644,114,762 125% |
| Number of Employees | 10 11% |
| of those in investment advisory functions | 10 67% |
| Private Fund GAV* | 535,209,350 204% |
| Avg Account Size | 72,466,104 103% |
| SMA’s | No |
| Private Funds | 8 2 |
- Pooled investment vehicles
- Charitable organizations
- Other
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Count | GAV | |
|---|---|---|
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