| Total AUM | $707.2M |
| Discretionary | $707.2M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $235.7M |
| Employees | 6 |
| Peak AUM | $1.87BMar 2019 |
Total AUM
$707M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $707M | +4.8% | +8.5% | +4.5% | |
| Discretionary AUM | |||||
| Total AUM | $707.2M |
| Discretionary | $707.2M |
| Employees | 6 |
| Client Accounts | 3 |
Address
8911 N CAPITAL OF TEXAS HWY
AUSTIN TX 78759
Phone
212-924-3640
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$707M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| $707M |
| +4.8% |
| +8.5% |
| +4.5% |
| Total Accounts | 3 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $236M | +4.8% | +8.5% | +4.5% |
| Employees | 6 | 0.0% | 0.0% | 3.0% |
| AUM / Employee | $118M | +4.8% | +8.5% | +7.8% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $707M | +4.8% | +8.5% | +4.5% | |
Client Count Segments | |||||
| Pooled / Fund | 3 | 0.0% | 0.0% | 0.0% | |