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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 51 -22.73%
of those in investment advisory functions 32 -15.79%
Registration Texas, Terminated, 06/02/2005
Other registrations (1)
AUM* 3,994,927,750 8.76%
of that, discretionary 3,760,243,405 17.46%
Private Fund GAV* 11,239,031 24.26%
Avg Account Size 592,543 4.55%
% High Net Worth 55.05% -7.17%
SMA’s Yes
Private Funds 7 2
Contact Info 281 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

Discretionary
Non-discretionary
3B 3B 2B 2B 1B 917M 459M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$850,584
Fund TypePrivate Equity Fund Count2 GAV$68,561
Fund TypeReal Estate Fund Count1 GAV$6,891,153
Fund TypeOther Private Fund Count3 GAV$3,428,733

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Brochure Summary