| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 11/13/2025 |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 713 xxxxxxx |
| AUM* | 99,029,519 |
| of that, discretionary | 99,029,519 |
| Number of Employees | 83 |
| of those in investment advisory functions | 68 |
| Private Fund GAV* | 0 |
| Avg Account Size | 99,029,519 |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds