{{ Info.Overview }}
Adviser Profile
| As of Date | 07/10/2026 |
| Registration | SEC, Approved, 08/04/2025 |
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| Former registrations | |
| ADV Location | AUSTIN, TX, United States |
| Contact Info | 985 xxxxxxx |
| Websites |
| AUM* | 2,698,587,008 435% |
| of that, discretionary | 2,698,587,008 435% |
| Number of Employees | 8 33% |
| of those in investment advisory functions | 6 20% |
| Private Fund GAV* | 3,418,142,008 577% |
| Avg Account Size | 207,583,616 229% |
| SMA’s | No |
| Private Funds | 15 |
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
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
3B
2B
2B
2B
1B
771M
386M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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