| As of Date | 04/14/2026 |
| Registration | SEC, Approved, 01/30/2026 |
| ADV Location | AUSTIN, TX, United States |
| Contact Info | 757 xxxxxxx |
| Websites |
| AUM* | 342,636,254 |
| of that, discretionary | 0 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 342,636,255 |
| Avg Account Size | 9,016,744 |
| % High Net Worth | 9.52% |
| SMA’s | No |
| Private Funds | 38 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
| Count | GAV | |
|---|---|---|
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