| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 04/29/2022 |
| ADV Location | DALLAS, TX, United States |
| Contact Info | 469 xxxxxxx |
| Websites |
| AUM* | 8,691,301,138 177% |
| of that, discretionary | 8,691,301,138 177% |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,691,301,138 177% |
| SMA’s | No |
| Private Funds | 0 |
Number of Employees 66
of those in investment advisory functions 48 2%
- Business development companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds