Adviser Profile

As of Date 08/31/2025
Registration status Terminated
ADV Location HOUSTON, TX, United States
Contact Info 281 xxxxxxx
Websites
AUM* 23,350,000 -10%
of that, discretionary 23,350,000 -10%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 23,350,000 -10%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

33M 28M 23M 19M 14M 9M 5M
2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary