| As of Date | 07/10/2026 |
| Registration | SEC, Approved, 08/21/2026 |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 300,000,000 |
| of that, discretionary | 300,000,000 |
| Number of Employees | 122 |
| of those in investment advisory functions | 14 |
| Private Fund GAV* | 300,000,000 |
| Avg Account Size | 150,000,000 |
| SMA’s | No |
| Private Funds | 7 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |