Adviser Profile

As of Date 06/01/2026
Registration SEC, Approved, 07/01/2026
ADV Location DALLAS, TX, United States
Contact Info 214 xxxxxxx
AUM* 113,899,694
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 113,899,694
Avg Account Size 113,899,694
SMA’s No
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Publication of periodicals or newsletters

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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