Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 05/18/2012
ADV Location DALLAS, TX, United States
Contact Info 214 xxxxxxx
Websites
AUM* 131,222,345 -25%
of that, discretionary 131,222,345 -25%
Number of Employees 67 91%
of those in investment advisory functions 13 -28%
Private Fund GAV* 0
Avg Account Size 32,805,586 -25%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies
- Business development companies
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1B 1B 1B 802M 601M 401M 200M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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