Outfitter Energy Management, LLC (Houston)

Name: Outfitter Energy Management, LLC
Address: 711 Louisiana Street, Houston, TX, 77002
Telephone: 281-402-8174

Outfitter Energy Management, LLC is a large advisory firm based in Houston. It manages $348 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Texas.

Outfitter 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.

Outfitter Energy Management: assets under management

The assets under management (AUM) of Outfitter Energy Management, LLC is $348 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 firm manages $348 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $87 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Outfitter 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.

What kind of clients Outfitter Energy Management serves?

The only and largest group of clients of Outfitter Energy Management is pooled investment vehicles with 4 clients and $348 million of assets under management. Among the 11 most similar advisory firms, Outfitter Energy Management has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $348 million for 4 clients. None of the firm’s clients are foreign persons or businesses.

Outfitter Energy Management also advises several private funds.

Careers at Outfitter Energy Management, LLC

The company employs 6 people that are either part- or full-time employees. 83 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Curtis E. Schaefer	Managing partner and chief compliance officer	1 Nov 2016	Other	4697988
George Millsaps Mccormick	Managing partner	1 Nov 2016	Other	2935215
L.P. Outfitter Energy Capital	Member	1 Mar 2018	75% - 100%	35-2614815

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Curtis E. Schaefer	Limited partner	1 Mar 2018	50% - 75%	4697988
George Millsaps Mccormick	Limited partner	1 Mar 2018	50% - 75%	2935215
Llc Outfitter Energy Capital Gp	General partner	1 Mar 2018	Other	82-3962361

Based in Houston

The principal office where Outfitter Energy Management, LLC performs its advisory services is located at 711 Louisiana Street, Houston, TX 77002, 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 281-402-8174 or by fax 281-402-8198. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at outfitterenergy.com/.