Adviser Profile
| As of Date | 09/21/2026 |
| Registration | SEC, Approved, 03/03/2026 |
|
|
|
| Former registrations | |
| ADV Location | AUSTIN, TX, United States |
| Contact Info | 646 xxxxxxx |
| Websites |
| AUM* | 178,570,458 |
| of that, discretionary | 178,570,458 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 178,570,458 |
| Avg Account Size | 44,642,615 |
| SMA’s | No |
| Private Funds | 10 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
179M
153M
128M
102M
77M
51M
26M
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |