| As of Date | 08/28/2026 |
| Registration | SEC, Approved, 10/29/2024 |
| ADV Location | AUSTIN, TX, United States |
| Contact Info | 512 xxxxxxx |
| Websites |
| AUM* | 445,632,313 138% |
| of that, discretionary | 445,632,313 138% |
| Number of Employees | 14 75% |
| of those in investment advisory functions | 12 50% |
| Private Fund GAV* | 345,432,313 17% |
| Avg Account Size | 222,816,157 19% |
| SMA’s | No |
| Private Funds | 1 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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