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Adviser Profile

As of Date 08/25/2026
Registration SEC, Approved, 04/27/2026
Other registrations (1)
ADV Location HOUSTON, TX, United States
Contact Info (71 xxxxxxx
Websites
AUM* 437,682,289
of that, discretionary 437,682,289
Number of Employees 21
of those in investment advisory functions 11
Private Fund GAV* 437,485,744
Avg Account Size 87,536,458
SMA’s No
Private Funds 4

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1 1 1 1
2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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