| As of Date | 03/13/2026 |
| Registration | SEC, Approved, 01/12/2021 |
| ADV Location | HOUSTON, TX, United States |
| Contact Info | 713 xxxxxxx |
| AUM* | 395,207,354 1% |
| of that, discretionary | 395,207,354 13% |
| Number of Employees | 64 14% |
| of those in investment advisory functions | 35 21% |
| Private Fund GAV* | 0 |
| Avg Account Size | 395,207,354 13% |
| SMA’s | No |
| Private Funds | 0 |
- Business development companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds