| As of Date | 03/10/2026 |
| Registration | SEC, Approved, 08/23/2006 |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 713 xxxxxxx |
| Websites |
| AUM* | 3,188,024,827 34% |
| of that, discretionary | 3,188,024,827 34% |
| Number of Employees | 38 -5% |
| of those in investment advisory functions | 10 -9% |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,188,024,827 34% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management