| Total AUM | $2.15B |
| Discretionary | $2.15B100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $430.1M |
| Employees | 16 |
| Peak AUM | $2.15BMar 2026 |
| AUM CAGR | +32.1% /yrover 2 yrs · 6 filings |
Total AUM
$2.2B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.2B | +74.2% | — | — | — |
| Discretionary AUM | $2.2B | +74.2% | |||
| Total AUM | $2.15B |
| Discretionary | $2.15B |
| Employees | 16 |
| Client Accounts | 5 |
Address
100 CRESCENT CT.
DALLAS TX 75201
Phone
(469) 317-2120
Filing History
6 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
— |
| Total Accounts | 5 | +400.0% | — | — | — |
| Avg Account Size | $430M | 65.2% | — | — | — |
| Employees | 16 | +14.3% | +7.2% | — |
| AUM / Employee | $134M | +52.4% | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $2.2B | +74.2% | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 5 | +400.0% | — | — | — |