DBA: NEXTGEN EMP
| Total AUM | $16.1M |
| Discretionary | $16.1M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $16.1M |
| Employees | 2 |
| Peak AUM | $16.1MMar 2026 |
Total AUM
$16M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $16M | +126.8% | — | — | — |
| Discretionary AUM | $16M | +126.8% | |||
| Total AUM | $16.1M |
| Discretionary | $16.1M |
| Employees | 2 |
| Client Accounts | 1 |
Phone
713-459-5254
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$16M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| — |
| — |
— |
| Total Accounts | 1 | 0.0% | — | — | — |
| Avg Account Size | $16M | +126.8% | — | — | — |
| Employees | 2 | 33.3% | — | — | — |
| AUM / Employee | $8M | +240.1% | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $16M | +126.8% | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 1 | 50.0% | — | — | — |