| Total AUM | $283.5M |
| Discretionary | $283.5M100% of AUM |
| Client Accounts | 6 |
| Avg Account Size | $47.2M |
| Employees | 13 |
| Peak AUM | $283.5MMar 2026 |
| AUM CAGR | +30.2% /yrover 4 yrs · 10 filings |
Total AUM
$283M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $283M | +21.7% | +41.1% | — | |
| Discretionary AUM | $283M | ||||
| Total AUM | $283.5M |
| Discretionary | $283.5M |
| Employees | 13 |
| Client Accounts | 6 |
Address
2700 POST OAK BLVD.
HOUSTON TX 77056
Phone
202-656-1250
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$283M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +21.7% |
| +41.1% |
| — |
| Total Accounts | 6 | 0.0% | +44.2% | — |
| Avg Account Size | $47M | +21.7% | 2.2% | — |
| Employees | 13 | 18.8% | +5.7% | +13.2% |
| AUM / Employee | $22M | +49.8% | +33.5% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $283M | +21.7% | +41.1% | — | |
Client Count Segments | |||||
| Pooled / Fund | 6 | 0.0% | +44.2% | — | |