| Total AUM | $1.28B |
| Discretionary | $1.09B85% of AUM |
| Non-Discretionary | $189.5M |
| Client Accounts | 10 |
| Avg Account Size | $128.3M |
| Employees | 20 |
| Peak AUM | $1.34BMar 2021 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.3B | +12.0% | +0.3% | 0.8% | |
| Discretionary AUM | $1.1B | ||||
| Total AUM | $1.28B |
| Discretionary | $1.09B |
| Employees | 20 |
| Client Accounts | 10 |
Address
1717 MAIN STREET
DALLAS TX 75201
Phone
214-615-3355
Filing History
27 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.1B
85.2% of AUM
Non-Discretionary
$189M
14.8% of AUM
Disc. mix ▲ 2.3pp vs 1 year ago
Custody
| +13.3% /yrover 14 yrs · 27 filings |
Total AUM
$1.3B
| +15.1% |
| +3.1% |
| 2.2% |
| Non-Disc. AUM | $189M | 3.2% | 11.5% | +10.5% |
| Total Accounts | 10 | 75.0% | +13.0% | +7.5% |
| Avg Account Size | $128M | +347.9% | 11.2% | 7.8% |
| Employees | 20 | 0.0% | 3.2% | 1.0% |
| AUM / Employee | $64M | +12.0% | +3.7% | +0.1% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.3B | +12.0% | +0.3% | 0.8% | |
Client Count Segments | |||||
| Pooled / Fund | 10 | +11.1% | +13.0% | +7.5% | |