Adviser Profile
| As of Date | 10/28/2026 |
| Registration | SEC, Approved, 07/01/2026 |
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| ADV Location | HOUSTON, TX, United States |
| Contact Info | 832 xxxxxxx |
| Websites |
| AUM* | 333,447,772 |
| of that, discretionary | 333,447,772 |
| Number of Employees | 5 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 333,447,771 |
| Avg Account Size | 16,672,389 |
| SMA’s | No |
| Private Funds | 20 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
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
Private Funds
Employees
Private Funds Structure
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|---|---|---|
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