| As of Date | 03/06/2026 |
| Registration | SEC, Approved, 05/08/2025 |
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| Former registrations | |
| ADV Location | SAN ANTONIO, TX, United States |
| Contact Info | 210 xxxxxxx |
| Websites |
| AUM* | 159,000,000 3% |
| of that, discretionary | 159,000,000 3% |
| Number of Employees | 7 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 187,500,000 19% |
| Avg Account Size | 2,694,915 -88% |
| SMA’s | No |
| Private Funds | 8 |
- 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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