| Total AUM | $391.8M |
| Discretionary | $391.8M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $195.9M |
| Employees | 3 |
| Peak AUM | $1.86BMar 2023 |
| AUM CAGR | -15.2% /yrover 6 yrs · 15 filings |
Total AUM
$392M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $392M | 67.5% | 40.5% | 21.3% | |
| Discretionary AUM | |||||
| Total AUM | $391.8M |
| Discretionary | $391.8M |
| Employees | 3 |
| Client Accounts | 2 |
Address
421 WEST 3RD STREET
FORT WORTH TX 76102
Phone
817-850-9200
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$392M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $392M |
| 67.5% |
| 40.5% |
| 21.3% |
| Total Accounts | 2 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $196M | 67.5% | 40.5% | 21.3% |
| Employees | 3 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $131M | 67.5% | 40.5% | 21.3% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $392M | 67.5% | 40.5% | 21.3% | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | 0.0% | 0.0% | |