Adviser Profile

As of Date 09/10/2026
Registration SEC, Approved, 04/28/2025
ADV Location AUSTIN, TX, United States
Contact Info 1-2 xxxxxxx
Websites
AUM* 958,643,639 159%
of that, discretionary 958,643,639 159%
Number of Employees 7 600%
of those in investment advisory functions 5 400%
Private Fund GAV* 958,643,639 67%
Avg Account Size 958,643,639 159%
SMA’s No
Private Funds 1

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 1B 844M 633M 422M 211M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker00827B106 Stock NameAFFIRM HLDGS INC (CALL) $ Position$41,353,308 % Position9.00% $ Change # Change
Stck Ticker78462F103 Stock NameSPDR S&P 500 ETF TR (CALL) $ Position$31,231,936 % Position7.00% $ Change4306.00% # Change-55.00%
Stck Ticker19260Q107 Stock NameCOINBASE GLOBAL INC (PUT) $ Position$19,651,566 % Position5.00% $ Change # Change
Stck Ticker464287234 Stock NameISHARES TR (PUT) $ Position$17,102,346 % Position4.00% $ Change2.00% # Change0.00%
Stck Ticker464287655 Stock NameISHARES TR (CALL) $ Position$14,769,600 % Position3.00% $ Change # Change
Stck Ticker01609W102 Stock NameALIBABA GROUP HLDG LTD (PUT) $ Position$7,255,710 % Position2.00% $ Change-18.00% # Change0.00%
Stck Ticker874039100 Stock NameTAIWAN SEMICONDUCTOR MFG LTD $ Position$7,399,114 % Position2.00% $ Change10.00% # Change1.00%
Stck Ticker958669103 Stock NameWESTERN MIDSTREAM PARTNERS L $ Position$7,900,000 % Position2.00% $ Change1.00% # Change0.00%
Stck TickerG5279N105 Stock NameKLARNA GROUP PLC (CALL) $ Position$9,470,916 % Position2.00% $ Change # Change
Stck Ticker29273V100 Stock NameENERGY TRANSFER L P $ Position$9,894,000 % Position2.00% $ Change21.00% # Change26.00%