| Total AUM | $160.2M |
| Discretionary | $160.2M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $53.4M |
| Employees | 2 |
| Peak AUM | $160.2MMar 2026 |
Total AUM
$160M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $160M | — | — | — | — |
| Discretionary AUM | $160M | — | — | ||
| Total AUM | $160.2M |
| Discretionary | $160.2M |
| Employees | 2 |
| Client Accounts | 3 |
Address
3773 RICHMOND AVE.
HOUSTON TX 77046
Phone
(713) 933-3838
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$160M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
— |
| Total Accounts | 3 | — | — | — | — |
| Avg Account Size | $53M | — | — | — | — |
| Employees | 2 | 50.0% | — | — | — |
| AUM / Employee | $80M | — | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $160M | — | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 3 | — | — | — | — |