| As of Date | 05/19/2026 |
| Registration | SEC, Approved, 03/26/2026 |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 832 xxxxxxx |
| Websites |
| AUM* | 135,327,850 |
| of that, discretionary | 132,924,256 |
| Number of Employees | 17 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 102,784,834 |
| Avg Account Size | 19,332,550 |
| SMA’s | No |
| Private Funds | 4 |
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Other
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Fixed fees (other than subscription fees)
- Performance-based fees
| Count | GAV | |
|---|---|---|
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