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Adviser Profile

As of Date 03/02/2026
Registration SEC, Approved, 06/13/2011
Other registrations (1)
ADV Location DALLAS, TX, United States
Contact Info 214 xxxxxxx
Websites
AUM* 139,434,392 15%
of that, discretionary 139,434,392 15%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 117,936,599 28%
Avg Account Size 46,478,131 15%
% High Net Worth 33.33% 100%
SMA’s No
Private Funds 2

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

146M 125M 104M 83M 63M 42M 21M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

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Brochure Summary