| Total AUM | $1.94B |
| Discretionary | $1.94B100% of AUM |
| Client Accounts | 16 |
| Avg Account Size | $121.3M |
| Employees | 15 |
| Peak AUM | $1.96BMar 2025 |
| AUM CAGR | +8.5% /yrover 2 yrs · 10 filings |
Total AUM
$1.9B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.9B | 0.8% | — | — | |
| Discretionary AUM | $1.9B | ||||
| Total AUM | $1.94B |
| Discretionary | $1.94B |
| Employees | 15 |
| Client Accounts | 16 |
Address
1111 BAGBY STREET
HOUSTON TX 77002
Phone
346 614 4250
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
| Total Accounts | 16 | +14.3% | — | — |
| Avg Account Size | $121M | 13.2% | — | — |
| Employees | 15 | 0.0% | 0.0% | — |
| AUM / Employee | $129M | 0.8% | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.9B | 0.8% | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 16 | +14.3% | — | — | |