| As of Date | 02/11/2025 |
| Registration | SEC, Approved, 10/06/2020 |
| Former registrations | |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 713 xxxxxxx |
| Websites |
| AUM* | 2,082,664,000 15% |
| of that, discretionary | 2,082,664,000 45% |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,082,664,000 45% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 60 3%
of those in investment advisory functions 31 11%
- Business development companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds