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Adviser Profile
| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 07/31/2025 |
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| Former registrations | |
| ADV Location | FORT WORTH, TX, United States |
| Contact Info | 817 xxxxxxx |
| Websites |
| AUM* | 283,968,782 82% |
| of that, discretionary | 283,968,782 82% |
| Number of Employees | 26 -33% |
| of those in investment advisory functions | 15 |
| Private Fund GAV* | 299,012,576 84% |
| Avg Account Size | 23,664,065 67% |
| SMA’s | No |
| Private Funds | 12 |
Adviser Type
- Large advisory firm
Client Types
- 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
284M
243M
203M
162M
122M
81M
41M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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