Adviser Profile
| As of Date | 03/04/2026 |
| Registration | SEC, Approved, 07/28/2025 |
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| Former registrations | |
| ADV Location | THE WOODLANDS, TX, United States |
| Contact Info | 281 xxxxxxx |
| Websites |
| AUM* | 157,535,698 12% |
| of that, discretionary | 157,535,698 12% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 7,803,044 -21% |
| Avg Account Size | 518,210 12% |
| % High Net Worth | 35.76% -22% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
158M
135M
113M
90M
68M
45M
23M
2025
2026
Private Funds
Employees
Private Funds Structure
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