| Total AUM | $54.5M |
| Discretionary | $54.5M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $54.5M |
| Employees | 11 |
| Peak AUM | $230.6MApr 2013 |
| AUM CAGR | +7.3% /yrover 18 yrs · 33 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $54M | +14.7% | 30.7% | 1.8% | |
| Discretionary AUM | |||||
| Total AUM | $54.5M |
| Discretionary | $54.5M |
| Employees | 11 |
| Client Accounts | 1 |
Address
1845 WOODALL RODGERS FWY
DALLAS TX 75201
Phone
214-871-5200
Filing History
33 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$54M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$54M
| $54M |
| +14.7% |
| 30.7% |
| 1.8% |
| Total Accounts | 1 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $54M | +14.7% | 30.7% | 1.8% |
| Employees | 11 | 0.0% | +6.9% | 4.7% |
| AUM / Employee | $5M | +14.7% | 35.2% | +3.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $54M | +14.7% | 30.7% | 1.8% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |