| As of Date | 08/17/2026 |
| Registration | SEC, Approved, 10/22/2024 |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 281 xxxxxxx |
| Websites |
| AUM* | 176,422,478 41% |
| of that, discretionary | 176,422,478 41% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 85,573,960 |
| Avg Account Size | 9,801,249 -77% |
| % High Net Worth | 44.44% 100% |
| SMA’s | No |
| Private Funds | 2 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
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