| Total AUM | $661.4M |
| Discretionary | $661.4M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $330.7M |
| Employees | 14 |
| Peak AUM | $661.4MMar 2026 |
| AUM CAGR | +23.5% /yrover 10 yrs · 30 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $661M | +30.8% | +23.6% | +19.7% | |
| Discretionary AUM | |||||
| Total AUM | $661.4M |
| Discretionary | $661.4M |
| Employees | 14 |
| Client Accounts | 2 |
| Client Range | 0 |
Address
100 CRESENT COURT
DALLAS TX 75201
Phone
214-988-9914
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$661M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$661M
| $661M |
| +30.8% |
| +23.6% |
| +19.7% |
| Total Accounts | 2 | 0.0% | 0.0% | 7.8% |
| Avg Account Size | $331M | +30.8% | +23.6% | +29.8% |
| Employees | 14 | 17.6% | 4.4% | +3.1% |
| AUM / Employee | $47M | +58.8% | +29.2% | +16.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $661M | +30.8% | +23.6% | +19.7% | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | 0.0% | 7.8% | |