Adviser Profile

As of Date 09/17/2026
Registration SEC, Approved, 07/01/2026
Other registrations (1)
ADV Location HOUSTON, TX, United States
Contact Info 832 xxxxxxx
Websites
AUM* 0
of that, discretionary 0
Number of Employees 5
of those in investment advisory functions 1
Private Fund GAV* 12,840,000
SMA’s No
Private Funds 1

Adviser Type

- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days

Client Types

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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