| As of Date | 03/11/2026 |
| Registration | SEC, Approved, 09/21/2023 |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 713 xxxxxxx |
| AUM* | 540,556,877 919% |
| of that, discretionary | 540,556,877 919% |
| Number of Employees | 83 84% |
| of those in investment advisory functions | 68 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 540,556,877 919% |
| SMA’s | No |
| Private Funds | 2 2 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds
| Count | GAV | |
|---|---|---|
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