| As of Date | 04/17/2026 |
| Registration | SEC, 120-Day Approval, 12/18/2025 |
| ADV Location | AUSTIN, TX, United States |
| Contact Info | 512 xxxxxxx |
| Websites |
| AUM* | 622,440,516 |
| of that, discretionary | 622,440,516 |
| Number of Employees | 8 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 497,440,515 |
| Avg Account Size | 155,610,129 |
| SMA’s | No |
| Private Funds | 3 |
- Pooled investment vehicles
- Other
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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