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Moncrief Willingham Energy Advisers, L.P. (Houston)


Moncrief Willingham Energy Advisers, L.P. is an adviser based in Houston. It manages $15 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Texas.

Moncrief Willingham Energy Advisers provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Moncrief Willingham Energy Advisers: assets under management

The assets under management (AUM) of Moncrief Willingham Energy Advisers, L.P. is $15 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -49% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Moncrief Willingham Energy Advisers, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Houston

The principal office where Moncrief Willingham Energy Advisers, L.P. performs its advisory services is located at 909 Fannin Street, Houston, TX 77010, 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 713.951.4000 or by fax 713.951.4045. The normal business hours are 8:00 a.m.-5:00 p.m. on Monday - Friday.


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