Qep Management Co. Gp, LLC is a large advisory firm based in Houston. It manages $188.58 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2012.
Qep Management Co. Gp 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 Qep Management Co. Gp, LLC is $188.58 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -86% since the beginning of its operation, and $188.58 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Qep Management Co. Gp, 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 Qep Management Co. Gp is pooled investment vehicles with 6 clients and $188.58 million of assets under management. Among the 11 most similar advisory firms, Qep Management Co. Gp has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $188.58 million for 6 clients. 100% of the firm’s clients are foreign persons or businesses.
Qep Management Co. Gp also advises several private funds. Namely, six private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.
The company employs 14 people that are either part- or full-time employees. 43 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.
Qep Management Co. Gp, LLC is owned by Christine R. Morenz. Eva Macias Clark joined the executive team most recently as the Chief Compliance Officer.
The principal office where Qep Management Co. Gp, LLC performs its advisory services is located at 1415 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 713-751-7500 or by fax 281-657-8085. The normal business hours are 8.30 a.m. -- 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at qeplp.com.