DBA: NGP
| Total AUM | $10.88B |
| Discretionary | $10.88B100% of AUM |
| Client Accounts | 16 |
| Avg Account Size | $679.7M |
| Employees | 56 |
| Peak AUM | $14.60BDec 2014 |
| AUM CAGR | +1.1% /yrover 14 yrs · 19 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $10.9B | +2.2% | 5.1% | +3.5% | |
| Discretionary AUM | |||||
| Total AUM | $10.88B |
| Discretionary | $10.88B |
| Employees | 56 |
| Client Accounts | 16 |
Address
2850 N. HARWOOD STREET, 19TH FLOOR
DALLAS TX 75201
Phone
972-432-1440
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$10.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$10.9B
| $10.9B |
| +2.2% |
| 5.1% |
| +3.5% |
| Total Accounts | 16 | +14.3% | +10.1% | +9.9% |
| Avg Account Size | $680M | 10.6% | 13.8% | 5.8% |
| Employees | 56 | +5.7% | +0.6% | +1.5% |
| AUM / Employee | $194M | 3.2% | 5.7% | +2.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $10.9B | +2.2% | 5.1% | +3.5% | |
Client Count Segments | |||||
| Pooled / Fund | 17 | +21.4% | +12.3% | +11.2% | |