Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 01/21/2025 |
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| Former registrations | |
| ADV Location | AUSTIN, TX, United States |
| Contact Info | 512 xxxxxxx |
| Websites |
| AUM* | 419,199,841 5% |
| of that, discretionary | 226,790,869 11% |
| Number of Employees | 16 45% |
| of those in investment advisory functions | 9 13% |
| Private Fund GAV* | 444,200,841 11% |
| Avg Account Size | 69,866,640 -13% |
| SMA’s | No |
| Private Funds | 9 4 |
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
227M
194M
162M
130M
97M
65M
32M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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