Adviser Profile
| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 03/04/2025 |
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| Former registrations | |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 469 xxxxxxx |
| Websites |
| AUM* | 1,359,925,253 149% |
| of that, discretionary | 1,359,925,253 149% |
| Number of Employees | 14 |
| of those in investment advisory functions | 12 |
| Private Fund GAV* | 1,359,925,253 128% |
| Avg Account Size | 135,992,525 49% |
| SMA’s | No |
| Private Funds | 12 6 |
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
1B
1B
971M
777M
583M
389M
194M
2025
2026
Private Funds
Employees
Private Funds Structure
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