Adviser Profile
| As of Date | 05/21/2026 |
| Registration | SEC, Approved, 08/09/2024 |
|
|
|
| Former registrations | |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 214 xxxxxxx |
| Websites |
| AUM* | 164,669,645 49% |
| of that, discretionary | 164,669,645 49% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 9,651,874 61% |
| Avg Account Size | 296,168 32% |
| % High Net Worth | 42.55% 67% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- 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
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
165M
141M
118M
94M
71M
47M
24M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |