Adviser Profile

As of Date 05/21/2026
Registration SEC, Approved, 07/09/2013
Other registrations (1)
ADV Location DALLAS, TX, United States
Contact Info 972 xxxxxxx
Websites
AUM* 1,863,479,498 8%
of that, discretionary 1,863,479,498 8%
Number of Employees 1,113 3%
of those in investment advisory functions 33 -8%
Private Fund GAV* 1,863,479,497 -1%
Avg Account Size 93,173,975 8%
SMA’s No
Private Funds 22 6

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

2B 2B 1B 1B 867M 578M 289M
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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Brochure Summary