| Total AUM | $140.0M |
| Discretionary | $140.0M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $35.0M |
| Employees | 12 |
| Peak AUM | $157.6MMar 2025 |
| AUM CAGR | -7.6% /yrover 1 yrs · 4 filings |
Total AUM
$140M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $140M | 11.2% | — | — | — |
| Discretionary AUM | $140M | 11.2% | |||
| Total AUM | $140.0M |
| Discretionary | $140.0M |
| Employees | 12 |
| Client Accounts | 4 |
Address
ONE GREENWAY PLAZA
HOUSTON TX 77046
Phone
1-713-623-6000
Filing History
4 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$140M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
— |
| Total Accounts | 4 | 0.0% | — | — | — |
| Avg Account Size | $35M | 11.2% | — | — | — |
| Employees | 12 | +9.1% | — | — | — |
| AUM / Employee | $12M | 18.6% | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $140M | 11.2% | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 4 | 0.0% | — | — | — |