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Adviser Profile

As of Date 03/31/2025
Adviser Type
Number of Employees 3
of those in investment advisory functions 2
Registration Texas, Conditional Restricted, 04/12/2019
Other registrations (1)
AUM* 51,012,735
of that, discretionary 51,012,735
Private Fund GAV* 5,931,524 8.24%
Avg Account Size 4,251,061
% High Net Worth 90.00%
SMA’s No
Private Funds 1
Contact Info 629 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$5,931,524