| As of Date | 01/16/2026 |
| Registration | SEC, Approved, 01/21/2026 |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 281 xxxxxxx |
| Websites |
| AUM* | 3,078,886,949 |
| of that, discretionary | 3,078,886,949 |
| Number of Employees | 43 |
| of those in investment advisory functions | 30 |
| Private Fund GAV* | 3,302,697,031 |
| Avg Account Size | 219,920,496 |
| SMA’s | No |
| Private Funds | 11 |
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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