Energent, L.P. is a large advisory firm based in Dallas. It manages $125 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Texas.
Energent provides financial planning services and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Energent, L.P. is $125 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% 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 Energent, L.P. 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 Energent is pooled investment vehicles with 1 clients and $125 million of assets under management. Among the 10 most similar advisory firms, Energent has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $125 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Energent also advises several private funds. Namely, one private equity fund.
The company employs 5 people that are either part- or full-time employees. 100 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 Energent, L.P. performs its advisory services is located at 1920 Mckinney Avenue, Dallas, TX 75201, which is also the mailing address of the firm. An additional office of the firm is in Fort Worth, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 888.886.7468. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at nrgnt.com.