| As of Date | 05/13/2026 |
| Registration | SEC, Approved, 04/29/2025 |
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| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 162,229,053 |
| of that, discretionary | 162,229,053 |
| Number of Employees | 8 60% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 89,919,337 -27% |
| Avg Account Size | 81,114,527 |
| SMA’s | No |
| Private Funds | 4 3 |
- 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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