| Total AUM | $220.7M |
| Discretionary | $220.7M100% of AUM |
| Client Accounts | 6 |
| Avg Account Size | $36.8M |
| Employees | 5 |
| Peak AUM | $236.4MMar 2022 |
| AUM CAGR | -0.5% /yrover 6 yrs · 13 filings |
Total AUM
$221M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $221M | 5.0% | +0.3% | 0.5% | |
| Discretionary AUM | |||||
| Total AUM | $220.7M |
| Discretionary | $220.7M |
| Employees | 5 |
| Client Accounts | 6 |
Phone
214-495-1562
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$221M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $221M |
| 5.0% |
| +0.3% |
| 0.5% |
| Total Accounts | 6 | +20.0% | +5.9% | 0.0% |
| Avg Account Size | $37M | 20.8% | 5.3% | 0.5% |
| Employees | 5 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $44M | 5.0% | +0.3% | 0.5% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $221M | 5.0% | +0.3% | 0.5% | |
Client Count Segments | |||||
| Pooled / Fund | 6 | +20.0% | +5.9% | 0.0% | |