| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 07/24/2025 |
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| Former registrations | |
| ADV Location | AUSTIN, TX, United States |
| Contact Info | 512 xxxxxxx |
| AUM* | 366,339,504 18% |
| of that, discretionary | 366,339,504 18% |
| Number of Employees | 10 43% |
| of those in investment advisory functions | 8 33% |
| Private Fund GAV* | 366,339,504 18% |
| Avg Account Size | 183,169,752 18% |
| SMA’s | No |
| Private Funds | 2 |
- 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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