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Building 2REPUBLIC SQUARE

Map pinAUSTIN, TX
Phone512-900-2646
NotebookSEC #801-128395
Total AUM
$102.4M
Employees
9
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
812 SAN ANTONIO STREET
SUITE 105
AUSTIN
TX 78701
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
512-900-2646

ReceiptFinancials

Total AUM
$102.4M
Accounts
6
Discretionary
$102.4M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
6
AUM
$102.4M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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