Adviser Profile

As of Date 03/02/2024
Registration status Terminated
ADV Location HOUSTON, TX, United States
Contact Info 713 xxxxxxx
AUM* 88,176,467 -90%
of that, discretionary 88,176,467 -74%
Number of Employees 8
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 9,797,385 -75%
% High Net Worth < 0.01% -100%
SMA’s Yes
Private Funds 0 7

Adviser Type

- Related adviser

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

559M 479M 399M 319M 239M 160M 80M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

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