| As of Date | 04/01/2026 |
| Registration | SEC, Approved, 07/30/2025 |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 713 xxxxxxx |
| Websites |
| AUM* | 935,931,451 524% |
| of that, discretionary | 935,931,451 524% |
| Number of Employees | 23 -62% |
| of those in investment advisory functions | 9 -47% |
| Private Fund GAV* | 935,931,451 524% |
| Avg Account Size | 85,084,677 -43% |
| SMA’s | No |
| Private Funds | 11 |
- 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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