| Total AUM | $426.5M |
| Discretionary | $426.5M100% of AUM |
| Client Accounts | 68 |
| Avg Account Size | $6.3M |
| Employees | 3 |
| Peak AUM | $532.5MMar 2013 |
| AUM CAGR | +6.7% /yrover 22 yrs · 42 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $426M | +7.4% | +8.1% | +5.9% | |
| Discretionary AUM | $426M | ||||
| Total AUM | $426.5M |
| Discretionary | $426.5M |
| Employees | 3 |
| Client Accounts | 68 |
| Client Range | 0 |
Address
711 LOUSIANA STREET
HOUSTON TX 77002
Phone
713-495-5220
Filing History
42 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$426M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$426M
| +7.4% |
| +8.1% |
| +5.9% |
| Total Accounts | 68 | +17.2% | +11.5% | +4.7% |
| Avg Account Size | $6M | 8.4% | 3.1% | +1.1% |
| Employees | 3 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $142M | +7.4% | +8.1% | +5.9% |
Client AUM Segments | |||||
| Wealth AUM | $192M | +3.1% | +9.7% | +9.5% | |
| Fund / Pooled AUM | $235M | +11.2% | +6.9% | +3.4% | |
Client Count Segments | |||||
| HNW Clients | 1 | 83.3% | 72.1% | 54.5% | |
| Pooled / Fund | 3 | 0.0% | 0.0% | 0.0% | |
| Individuals | 20 | +66.7% | — | — | |