| Total AUM | $2.08B |
| Discretionary | $2.08B100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $691.8M |
| Employees | 161 |
| Peak AUM | $2.08BMar 2026 |
Total AUM
$2.1B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.1B | +82.0% | +25.7% | +6.9% | |
| Discretionary AUM | |||||
| Total AUM | $2.08B |
| Discretionary | $2.08B |
| Employees | 161 |
| Client Accounts | 3 |
Address
2728 NORTH HARWOOD STREET
DALLAS TX 75201
Phone
214 253 6000
Filing History
28 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $2.1B |
| +82.0% |
| +25.7% |
| +6.9% |
| Total Accounts | 3 | +50.0% | 0.0% | 12.9% |
| Avg Account Size | $692M | +21.4% | +25.7% | +22.8% |
| Employees | 161 | 0.0% | +0.6% | 0.0% |
| AUM / Employee | $13M | +82.0% | +24.9% | +6.9% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $2.1B | +82.0% | +63.9% | +38.4% | |
Client Count Segments | |||||
| Pooled / Fund | 3 | +50.0% | +14.5% | 9.7% | |