| Total AUM | $99.0M |
| Discretionary | $99.0M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $99.0M |
| Employees | 83 |
| Peak AUM | $99.0MMar 2026 |
Total AUM
$99M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $99M | — | — | — | — |
| Discretionary AUM | $99M | — | — | ||
| Total AUM | $99.0M |
| Discretionary | $99.0M |
| Employees | 83 |
| Client Accounts | 1 |
Address
1360 POST OAK BLVD
HOUSTON TX 77056
Phone
713-403-8250
Filing History
2 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$99M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
— |
| Total Accounts | 1 | — | — | — | — |
| Avg Account Size | $99M | — | — | — | — |
| Employees | 83 | +15.3% | — | — | — |
| AUM / Employee | $1M | — | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $99M | — | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 1 | — | — | — | — |