| As of Date | 06/02/2026 |
| Registration | SEC, Approved, 01/13/2025 |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 512 xxxxxxx |
| Websites |
| AUM* | 199,378,450 -12% |
| of that, discretionary | 199,378,450 -12% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 199,378,450 -12% |
| Avg Account Size | 19,937,845 -12% |
| SMA’s | No |
| Private Funds | 10 |
- 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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