DBA: REDEMPTION CAPITAL
| Total AUM | $237.3M |
| Discretionary | $191.0M80% of AUM |
| Non-Discretionary | $46.4M |
| Client Accounts | 504 |
| Avg Account Size | $471K |
| Employees | 4 |
| Peak AUM | $265.5MMar 2025 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $237M | 10.6% | +38.0% | +45.8% | |
| Discretionary AUM | |||||
| Total AUM | $237.3M |
| Discretionary | $191.0M |
| Employees | 4 |
| Client Accounts | 504 |
| Client Range | 11-25 |
Address
800 N MARIENFELD
MIDLAND TX 79701
Phone
432-236-0866
Filing History
16 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$191M
80.5% of AUM
Non-Discretionary
$46M
19.5% of AUM
Disc. mix ▼ 6.6pp vs 1 year ago
Custody
Total AUM
$237M
| $191M |
| 17.4% |
| +81.8% |
| +39.6% |
| Non-Disc. AUM | $46M | +35.2% | 8.2% | — |
| Total Accounts | 504 | +32.6% | +17.4% | +30.9% |
| Avg Account Size | $470,908.659 | 32.6% | +17.6% | +11.4% |
| Employees | 4 | +33.3% | +10.4% | +14.9% |
| AUM / Employee | $59M | 33.0% | +25.0% | +27.0% |
Client AUM Segments | |||||
| Wealth AUM | $224M | 12.9% | +38.2% | +44.1% | |
| Institutional AUM | $14M | +58.4% | +34.7% | — | |
Client Count Segments | |||||
| HNW Clients | 33 | +10.0% | +18.7% | 15.1% | |
| Institutional | 3 | 0.0% | 0.0% | — | |
| Individuals | 63 | +3.3% | +27.5% | — | |