Scout Energy Management LLC is a large advisory firm based in Dallas. It manages $1.38 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of New York and Texas.
Scout Energy Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Scout Energy Management LLC is $1.38 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 589% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Scout Energy Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Scout Energy Management is pooled investment vehicles with 10 clients and $1.38 billion of assets under management. Among the 11 most similar advisory firms, Scout Energy Management has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.38 billion for 10 clients. None of the firm’s clients are foreign persons or businesses.
Scout Energy Management also advises several private funds. Namely, ten other private funds. The minimum investment commitment required of non-related persons ranges from $25,000 to $1,000,000.
The company employs 668 people that are either part- or full-time employees. 1 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Scout Energy Management LLC performs its advisory services is located at 4901 Lbj Freeway, Dallas, TX 75244, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 972-277-1373 or by fax 214-540-8473. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at scoutep.com.