Adviser Profile

As of Date 04/02/2026
Registration SEC, 120-Day Approval, 01/06/2026
ADV Location FARMERS BRANCH, TX, United States
Contact Info 650 xxxxxxx
AUM* 2
of that, discretionary 2
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 2
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2 2 1 1 1 1
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees