| As of Date | 08/25/2026 |
| Registration | SEC, Approved, 04/27/2026 |
|
|
|
| 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 |
- Investment companies
- Pooled investment vehicles
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |