| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 07/28/2025 |
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| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 244,651,938 304% |
| of that, discretionary | 244,651,938 304% |
| Number of Employees | 75 -3% |
| of those in investment advisory functions | 14 -18% |
| Private Fund GAV* | 947,382,929 69% |
| Avg Account Size | 11,650,092 343% |
| SMA’s | No |
| Private Funds | 34 |
- 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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