| As of Date | 03/02/2024 |
| Registration status | Terminated |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 713 xxxxxxx |
| AUM* | 88,176,467 -90% |
| of that, discretionary | 88,176,467 -74% |
| Private Fund GAV* | 0 |
| Avg Account Size | 9,797,385 -75% |
| % High Net Worth | < 0.01% -100% |
| SMA’s | Yes |
| Private Funds | 0 7 |
Number of Employees 8
of those in investment advisory functions 2
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees