Adviser Profile
| As of Date | 09/22/2026 |
| Registration | SEC, Approved, 07/28/2025 |
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| Former registrations | |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 972 xxxxxxx |
| Websites |
| AUM* | 513,108,323 22% |
| of that, discretionary | 513,108,323 22% |
| Number of Employees | 11 10% |
| of those in investment advisory functions | 10 11% |
| Private Fund GAV* | 513,108,323 22% |
| Avg Account Size | 85,518,054 22% |
| SMA’s | No |
| Private Funds | 7 |
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
513M
440M
367M
293M
220M
147M
73M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
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