| As of Date | 03/31/2025 |
| ADV Location | DALLAS, TX, United States |
|
Adviser Type
- Large advisory firm - An investment adviser to a company which has elected to be a business development company |
|
| Number of Employees | 66 12% |
| of those in investment advisory functions | 47 21% |
| Registration | SEC, Approved, 04/29/2022 |
| AUM* | 8,513,442,253 171% |
| of that, discretionary | 8,513,442,253 171% |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,513,442,253 171% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 469 xxxxxxx |
| Websites |
- Business development companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds