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Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 11/27/2024
Contact Info 713 xxxxxxx
Websites
AUM* 16,100,000 127%
of that, discretionary 16,100,000 127%
Number of Employees 2 -33%
of those in investment advisory functions 2 -33%
Private Fund GAV* 0
Avg Account Size 16,100,000 127%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

16M 14M 12M 9M 7M 5M 2M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees