Adviser Profile

As of Date 02/23/2025
Registration status Terminated
ADV Location DALLAS, TX, United States
Contact Info 214 xxxxxxx
Websites
AUM* 114,427,000 26%
of that, discretionary 1,494,000 64%
Number of Employees 9
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 19,071,167 26%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Other

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

693M 594M 495M 396M 297M 198M 99M
2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary