| As of Date | 04/07/2026 |
| Registration | SEC, Approved, 09/22/2020 |
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| ADV Location | FRISCO, TX, United States |
| Contact Info | 866 xxxxxxx |
| Websites |
| AUM* | 182,298,168 25% |
| of that, discretionary | 182,298,168 25% |
| Number of Employees | 8 |
| of those in investment advisory functions | 7 40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 380,581 21% |
| % High Net Worth | 19.27% -21% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser CAMPBELL NEWMAN ASSET MANAGEMENT INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.4b | #Funds- | |
| Adviser PRAIRIE RIVERS INVESTMENTS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM249.3m | #Funds- | |
| Adviser OLD PORT ADVISORS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM782.8m | #Funds- | |
| Adviser FMI | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM318.3m | #Funds- | |
| Adviser J.E. SIMMONS & CO., P.C. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM213.1m | #Funds- | |
| Adviser NO OTHER PRIMARY BUSINESS NAME | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM30.1m | #Funds- | |
| Adviser ASTORIA PORTFOLIO ADVISORS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM977.6m | #Funds- | |
| Adviser GLOBALT INVESTMENTS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM2.5b | #Funds- | |
| Adviser MILLER FINANCIAL SERVICES LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM462.9m | #Funds- | |
| Adviser LUKEN INVESTMENT ANALYTICS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM292.2m | #Funds- |