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Adviser Profile

As of Date 03/26/2025
Adviser Type - Large advisory firm
Number of Employees 4
of those in investment advisory functions 1
Registration Texas, Terminated, 03/14/2022
Other registrations (1)
AUM* 543,127,435 57.57%
of that, discretionary 543,127,435 57.57%
Private Fund GAV* 32,090,849
Avg Account Size 2,598,696 36.46%
% High Net Worth 43.59% -27.53%
SMA’s Yes
Private Funds 1
Contact Info 915 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

345M 295M 246M 197M 148M 98M 49M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$32,090,849

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Brochure Summary