| Total AUM | $804.2M |
| Discretionary | $804.2M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $402.1M |
| Employees | 5 |
| Peak AUM | $1.06BMar 2019 |
| AUM CAGR | +13.2% /yrover 14 yrs · 21 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $804M | +29.5% | +14.9% | +14.0% | |
| Discretionary AUM | |||||
| Total AUM | $804.2M |
| Discretionary | $804.2M |
| Employees | 5 |
| Client Accounts | 2 |
Address
1717 MCKINNEY AVENUE
DALLAS TX 75202
Phone
972.590.4100
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$804M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$804M
| $804M |
| +29.5% |
| +14.9% |
| +14.0% |
| Total Accounts | 2 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $402M | +29.5% | +14.9% | +14.0% |
| Employees | 5 | 0.0% | +7.7% | 0.0% |
| AUM / Employee | $161M | +29.5% | +6.7% | +14.0% |
Client AUM Segments | |||||
| Institutional AUM | $167M | +13.3% | 5.2% | +16.7% | |
| Fund / Pooled AUM | $637M | +34.5% | +24.1% | +13.3% | |
Client Count Segments | |||||
| Institutional | 1 | 0.0% | 0.0% | 0.0% | |
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |