| As of Date | 03/31/2026 |
| ADV Location | DALLAS, TX, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 66 |
| of those in investment advisory functions | 48 2% |
| Registration | SEC, Approved, 04/29/2022 |
| AUM* | 8,691,301,138 177% |
| of that, discretionary | 8,691,301,138 177% |
| Private Fund GAV* | 0 |
| Avg Account Size | 8,691,301,138 177% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 469 xxxxxxx |
| Websites |
- Business development companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds