Adviser Profile

As of Date 08/11/2023
Registration status Terminated
ADV Location DALLAS, TX, United States
Contact Info 469 xxxxxxx
Websites
AUM* 47,022,437 -50%
of that, discretionary 47,022,437 -50%
Number of Employees
of those in investment advisory functions
Private Fund GAV* 0
Avg Account Size 7,837,073 -50%
SMA’s Yes
Private Funds 0 5

Adviser Type

- Related adviser

Client Types

- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

678M 581M 484M 387M 291M 194M 97M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary