| Total AUM | $4.75B |
| Discretionary | $4.75B100% of AUM |
| Client Accounts | 28 |
| Avg Account Size | $169.7M |
| Employees | 79 |
| Peak AUM | $4.75BMar 2026 |
| AUM CAGR | +10.2% /yrover 3 yrs · 7 filings |
Total AUM
$4.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.8B | +6.5% | — | — | |
| Discretionary AUM | $4.8B | ||||
| Total AUM | $4.75B |
| Discretionary | $4.75B |
| Employees | 79 |
| Client Accounts | 28 |
Address
100 CRESCENT COURT, SUITE 1050, 10TH FLOOR
DALLAS TX 75201
Phone
469-871-2230
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$4.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| — |
| — |
| Total Accounts | 28 | +7.7% | — | — |
| Avg Account Size | $170M | 1.1% | — | — |
| Employees | 79 | +2.6% | +1.3% | — |
| AUM / Employee | $60M | +3.8% | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $4.8B | +6.5% | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 28 | +7.7% | — | — | |