| As of Date | 09/16/2026 |
| Registration | SEC, Approved, 08/14/2025 |
| ADV Location | AUSTIN, TX, United States |
| Contact Info | (20 xxxxxxx |
| Websites |
| AUM* | 834,087,168 298% |
| of that, discretionary | 834,087,168 298% |
| Number of Employees | 8 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 863,180,408 312% |
| Avg Account Size | 36,264,659 211% |
| SMA’s | No |
| Private Funds | 24 |
- 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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