Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 03/30/2012
ADV Location HOUSTON, TX, United States
Contact Info 713 xxxxxxx
Websites
AUM* 9,014,018,111 52%
of that, discretionary 9,014,018,111 52%
Number of Employees 87 34%
of those in investment advisory functions 76 65%
Private Fund GAV* 10,014,018,111 5%
Avg Account Size 450,700,906 -1%
SMA’s No
Private Funds 23 10

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

10B 8B 7B 5B 4B 3B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary