| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 08/11/2025 |
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| ADV Location | HOUSTON, TX, United States |
| Contact Info | (71 xxxxxxx |
| Websites |
| AUM* | 160,184,566 |
| of that, discretionary | 160,184,566 100% |
| Number of Employees | 2 -50% |
| of those in investment advisory functions | 2 -50% |
| Private Fund GAV* | 112,500,000 |
| Avg Account Size | 53,394,855 |
| SMA’s | No |
| Private Funds | 3 |
- 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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