| Total AUM | $61.8M |
| Discretionary | $61.8M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $61.8M |
| Employees | 95 |
| Peak AUM | $962.5MMar 2013 |
Total AUM
$62M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $62M | 14.5% | 5.1% | 1.6% | |
| Discretionary AUM | $62M | ||||
| Total AUM | $61.8M |
| Discretionary | $61.8M |
| Employees | 95 |
| Client Accounts | 1 |
Address
200 CRESCENT COURT
DALLAS TX 75201
Phone
2147566900
Filing History
93 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$62M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| 14.5% |
| 5.1% |
| 1.6% |
| Total Accounts | 1 | 0.0% | 0.0% | 24.2% |
| Avg Account Size | $62M | 14.5% | 5.1% | +29.9% |
| Employees | 95 | 7.8% | +7.7% | +4.8% |
| AUM / Employee | $650,702.821 | 7.3% | 11.9% | 6.1% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $62M | 14.5% | 5.1% | 1.6% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 24.2% | |