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Adviser Profile

As of Date 01/07/2026
Registration SEC, 120-Day Approval, 01/22/2026
ADV Location HOUSTON, TX, United States
Contact Info +16 xxxxxxx
AUM* 0
of that, discretionary 0
Number of Employees 8
of those in investment advisory functions 1
Private Fund GAV* 0
% High Net Worth 10.00%
SMA’s No
Private Funds 0

Adviser Type

- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days

Client Types

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

1 1 1 1
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees