Adviser Profile
| As of Date | 07/28/2026 |
| Registration | SEC, Approved, 09/20/2024 |
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| Former registrations | |
| ADV Location | AUSTIN, TX, United States |
| Contact Info | 512 xxxxxxx |
| Websites |
| AUM* | 913,826,552 40% |
| of that, discretionary | 913,826,552 40% |
| Number of Employees | 8 60% |
| of those in investment advisory functions | 5 67% |
| Private Fund GAV* | 911,694,053 16% |
| Avg Account Size | 36,553,062 34% |
| SMA’s | No |
| Private Funds | 25 1 |
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
914M
783M
653M
522M
392M
261M
131M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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