Adviser Profile
| As of Date | 07/01/2026 |
| Registration | SEC, Approved, 01/02/2025 |
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| Former registrations | |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 254 xxxxxxx |
| Websites |
| AUM* | 660,452,521 165% |
| of that, discretionary | 660,452,521 165% |
| Number of Employees | 6 50% |
| of those in investment advisory functions | 5 67% |
| Private Fund GAV* | 311,590,153 47% |
| Avg Account Size | 94,350,360 -24% |
| SMA’s | No |
| Private Funds | 3 |
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
660M
566M
472M
377M
283M
189M
94M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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