DFX Intelligence

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CandidateNot hand-verified in 180 days· Houston, TX

Candidate, based in Houston, TX.

Composed from this office's classification, location and record.

As of 2026-09-23 · the latest observation of this office; filed figures carry their own filing dates

Regulatory AUM: $191M
Last deployment: Jul 2026

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1 export, up to 5 contact reveals

Mandate

As of 2026-09-23 · the latest observation of this office; filed figures carry their own filing dates

This entity is a candidate. One public signal put it on the graph; it is not counted as a confirmed family office and nothing below should be read as saying it is one.

Nothing material in the last 365 days. Last change: 11 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 45% · 136 observations · 4 sourcesShow

CandidateNot yet hand-verified4 people · 0 investments · 57 public positions · 88 events

Why this class: registered adviser with a family-named firm (investments, holdings, capital, wealth).

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Profile completeness 47% (medium value, unresolved; the most valuable missing fact is classification)

identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness

Overview

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Classification: Candidate
Description: ••• Locked
Headquarters: Houston, TX
Office address: ••• Locked
Business phone: ••• Locked
Website: f•••••••••.com
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. 13F disclosed value $177M. Regulatory AUM $191M. These are different facts and are never added together.
Regulatory AUM (Form ADV): $191M as of Mar 31, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since Aug 13, 2019 · 2 employeesFact
Client mix (Form ADV 5.D): Individuals: 19 ($2.5M); Corporations: n/a ($305); High net worth individuals: 45 ($189M)Fact
Form 13F: $177M across 57 positions, quarter ended Jun 30, 2026. Long 13(f) securities only; never the whole portfolio.Fact

Classification history

Sep 12, 2026Candidate 45%registered adviser with a family-named firm (investments, holdings, capital, wealth)Inference

Team

4 people, decision makers firstshow

Person	Title	Responsibility	Business contact	Source
N••• C••••••	Managing Director	Leadership	phone: ••• Locked (published by the subject, Feb 23, 2026)	sec.gov Fact
N••• D• C••••••	Managing Director, CCO	Leadership	phone: ••• Locked (published by the subject, Aug 12, 2024) phone: ••• Locked (published by the subject, Nov 4, 2025)	sec.gov Fact
N••• D• C••••••	Managing Director	Leadership	phone: ••• Locked (published by the subject, Aug 12, 2024) phone: ••• Locked (published by the subject, Nov 4, 2025)	sec.gov Fact
N••• D•••• C••••••	Managing Member, Ceo, Cco	Leadership	none on record	reports.adviserinfo.sec.gov Fact

Office contact points

Business phone: ••• Locked (published by the subject) adviserinfo.sec.gov

Office address: ••• Locked (published by the subject) sec.gov

Office address: ••• Locked (published by the subject) adviserinfo.sec.gov

W••••••: ••• Locked (published by the subject) f•••••••••.com

Signals and timeline

1show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.

Sep 11, 2026Office discovered••• LockedDiscoveryInferenceadviserinfo.sec.gov

Investment mandate

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••• Locked

Stated (their words, cited)

No cited statement of mandate on the record.

Observed (from the investment record)

No investments on the record yet, so nothing is observed.

Inferred (regulatory shape and team)

Public equity book: $161M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only

Invests directly: unknown
Allocates to managers: unknown
Asset classes: unknown
Sectors: unknown
Geography: unknown
Check size: unknown

Direct investments

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No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.

Fund and manager relationships

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No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.

Public stakes and holdings

40 positionsshow

Form 13F holdings

Top 40 positions of 57 for the quarter ended Jun 30, 2026; $172M shown of $177M reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
S••• S••••• T••••	ST STR P500ETF	$18.5M	210,002	10.4%
I•••••• T•	S&P 500 GRWT ETF	$13.6M	98,809	7.7%
D••••••••• E•• T••••	US COR EQU 2 ETF	$12.9M	291,271	7.3%
B•••••••• E•• T•••• I•	ISHA TOTA RE ETF	$12.5M	247,494	7.0%
I•••••• T•	MSCI USA QLT FCT	$12.2M	55,610	6.9%
I•••••• T•	EAFE VALUE ETF	$10.9M	143,040	6.2%
A••••••• C•••• E•• T•	US LARGE CAP VLU	$10.6M	116,048	6.0%
I•••••• I••	MSCI EMRG CHN	$9.8M	95,513	5.5%
S••••• S•••••••• T•	US AGGREGATE B	$7.3M	316,590	4.1%
I•••••• T•	U.S. TECH ETF	$6.4M	25,388	3.6%

All 40 positionslargest value first

Issuer	Class	Value	Shares	Weight
I•••••• T•	S&P 100 ETF	$6.1M	16,685	3.5%
V••••••• S••••••••• F••	MTG-BKD SECS ETF	$5.0M	107,074	2.8%
I•••••• T•	MSCI USA MMENTM	$4.2M	12,257	2.4%
V••••••• S••••••••• F••	LONG TERM TREAS	$4.1M	73,576	2.3%
I•••••• T•	EAFE GRWTH ETF	$3.7M	29,574	2.1%
B•••••••• E•• T••••	ISHA US THEM ETF	$3.5M	81,257	2.0%
I•••••• G••• T•	I•••••• NEW	$3.4M	45,126	1.9%
C•••••• G•• F•••• I••• E•• T•	US MULTI-SECTOR	$3.2M	115,558	1.8%
I•••••• T•	US INFRASTRUC	$3.0M	48,245	1.7%
A•••• I••	COM	$2.6M	9,037	1.5%
E• S••••• T••••	CAMBRIA GLOBAL E	$2.0M	39,973	1.2%
P••••• M••••• I••• I••	COM	$1.8M	10,102	1.0%
D••••••••• E•• T••••	US CORE EQT MKT	$1.8M	34,823	1.0%
S••• I•••• S•• F••	ST PORT MARK ETF	$1.6M	30,472	0.9%
V••••••• I•••• F••	S&P 500 ETF SHS	$1.5M	2,111	0.8%
M•••••••• C•••	COM	$1.2M	3,249	0.7%
J• P• M••••• E••••••• T••••• F•	USD EMRNG MKT	$1.1M	28,270	0.6%
A••••••• I••	CAP STK CL A	$1.0M	2,871	0.6%
A••••• C•• I••	COM	$885,195	3,714	0.5%
V••••••• T••••••••• F••	VAN FTSE DEV MKT	$806,913	11,325	0.5%
B•••••••• E•• T••••	ISHA IN CTRY ETF	$771,579	21,081	0.4%
D••••••••• E•• T••••	SHOR DUR FIX ETF	$760,562	15,928	0.4%
V••••••• C•••••••• F••	TOTAL INT BD ETF	$658,554	13,598	0.4%
I•••••••• E••• T••••	EQUI DEFI 1 AUG	$550,702	20,000	0.3%
N••••• C•••••••••	COM	$525,551	2,627	0.3%
D••••••••• E•• T••••	I••• CORE EQT MK	$520,616	12,621	0.3%
D••••••••• E•• T••••	CORE FIXE IN ETF	$380,776	9,021	0.2%
V••••••• B• I•••• F••	SHORT TRM BOND	$359,789	4,618	0.2%
A••••• G•••• I••	COM	$359,750	5,000	0.2%
B•••••••• E•• T••••	ISHA I IN TE ETF	$331,458	6,287	0.2%

Changes between the last two quarters

Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov

All 25 changes

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Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov
Jun 30, 2026 ••• Locked sec.gov
Mar 31, 2026 ••• Locked sec.gov

Real estate

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No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.

Co-investors

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No co-investor on the record.

Independent sponsor relationships

show

No cited relationship to an independent sponsor.

Related entities

1show

Sources and evidence

136show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 136 shown.

Score components

Freshness

+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)

Contactability

+40 n•••• d••••••••• (••• Locked)

+20 v••••••• b••••••• p••••• (6)

+10 o••••• a••••••

Data confidence

+10 w••••••

+10 d•••••••••

+10 p•••••

+5 p••••• h•••••••

+10 r••••••••• r•••••

+20 i••••••••• s•••••• (4 sources)

Active deployment

no components; scored 0

Exists confidence

+50 r••••••••• i••••••••• •••• C•• o• E•••

+20 w••••••

+30 i••••••••• s•••••• (4 sources)

Research priority

+11 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($191,160,666)

+3 c••••••••• i••••••• u•••••••••

+0 r••• (1604)

Mandate confidence

no components; scored 0

Identity confidence

+45 c••••••••• (••• Locked)

Real estate propensity

no components; scored 0

Co investment propensity

no components; scored 0

Family identity confidence

no components; scored 0

Private markets propensity

no components; scored 0

Current activity confidence

+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••

+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)

External manager propensity

no components; scored 0

Direct investment propensity

no components; scored 0

Independent sponsor propensity

no components; scored 0

View all 136 observations

Fact	Value	Effective	Source	Class
Form ADV firm type	RIA	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV admission signal	name	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Latest Form ADV filing	2026-03-31	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	F••••••••• F••••• W••••• A••••••• L••	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	F••••••••• F••••• W••••• A••••••• L••	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	F••••••••• F••••• W••••• A••••••• L••	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Other names (Form ADV 1.B)	F••••••••• F••••• W••••• A••••••• L••	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Advisory services (Form ADV 5.G)	Financial planning, portfolio management individuals, selection of other advisers	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Form ADV status	Approved	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
SEC status effective	2019-08-13	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	1	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	1	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	1	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Branch offices	1	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Business phone	••• Locked	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
High net worth clients	45	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Client mix (Form ADV 5.D)	Individuals: clients: 19; RAUM usd: 2,501,889; Fewer than 5: no; Corporations: RAUM usd: 305; Fewer than 5: no; High net worth individuals: clients: 45; RAUM…	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Description	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Description	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Description	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Description	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Description	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Description	••• Locked	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Edgar entity type	other	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Edgar forms	13f-hr	Sep 12, 2026	SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, w••••••) sec.gov	Fact
Employees	2	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Filing address	••• Locked	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F admission signal	name	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-06-30	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-03-31	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-12-31	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-09-30	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-06-30	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-03-31	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-12-31	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-09-30	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-06-30	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-03-31	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	57	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	50	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	53	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	56	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	49	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	55	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	55	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	63	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	69	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	63	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$177M	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$161M	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$167M	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$163M	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$163M	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$151M	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$158M	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$156M	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$155M	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$149M	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Houston, TX	Jun 30, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Houston, TX	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Headquarters	Houston, TX	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Houston, TX	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Houston, TX	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Houston, TX	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Houston, TX	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Houston, TX	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Houston, TX	Sep 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Houston, TX	Jun 30, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Houston, TX	Mar 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Legal form	Limited Liability Company	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Office address	••• Locked	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private funds advised	0	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Private fund gross assets	$0	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Accounts (Form ADV)	221	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
HNW client assets (Form ADV)	$189M	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Regulatory AUM (Form ADV)	$191M	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Schedule a rows	2	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov	Fact
Website	••• Locked	Mar 31, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov	Fact
Website read	site-fo-3	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Website read	site-fo-3	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Website read	site-fo-3	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Website read	site-fo-3	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Website read	site-fo-3	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Website title	••• Locked	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Website title	••• Locked	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Website title	••• Locked	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Website title	••• Locked	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Website title	••• Locked	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact
Website title	••• Locked	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) f•••••••••.com	Fact

Not yet on record: direct investments, decision makers.