Adviser Profile

As of Date 06/30/2026
Registration SEC, Approved, 03/30/2012
ADV Location HOUSTON, TX, United States
Contact Info 713 xxxxxxx
Websites
AUM* 490,634,138 -9%
of that, discretionary 490,634,138 -9%
Number of Employees 144 22%
of those in investment advisory functions 65 -4%
Private Fund GAV* 490,620,763 -1%
Avg Account Size 54,514,904 -9%
SMA’s No
Private Funds 10 1

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

4B 4B 3B 2B 2B 1B 608M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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