| Total AUM | $1.50B |
| Discretionary | $1.50B100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $1.50B |
| Employees | 11 |
| Peak AUM | $1.98BMar 2021 |
| AUM CAGR | +13.3% /yrover 20 yrs · 28 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.5B | +10.2% | +8.9% | 5.4% | |
| Discretionary AUM | |||||
| Total AUM | $1.50B |
| Discretionary | $1.50B |
| Employees | 11 |
| Client Accounts | 1 |
Address
500 WEST 5TH STREET
AUSTIN TX 78701
Phone
512.351.4440
Filing History
28 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$1.5B
| $1.5B |
| +10.2% |
| +8.9% |
| 5.4% |
| Total Accounts | 1 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $1.5B | +10.2% | +8.9% | 5.4% |
| Employees | 11 | 8.3% | 0.0% | 3.3% |
| AUM / Employee | $137M | +20.2% | +8.9% | 2.2% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.5B | +10.2% | +8.9% | 5.4% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |