Sustainable Woodlands Partners, LLC (Houston)

Name: Sustainable Woodlands Partners, LLC
Address: 4265 San Felipe St, Houston, TX, 77027
Telephone: 713-993-4675

Sustainable Woodlands Partners, LLC is a large advisory firm based in Houston. It manages $185.24 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Mississippi and Texas.

Sustainable Woodlands Partners 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.

Sustainable Woodlands Partners: assets under management

The assets under management (AUM) of Sustainable Woodlands Partners, LLC is $185.24 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $185.24 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $92.62 million each.

Sustainable Woodlands Partners has custody of $185.24 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sustainable Woodlands Partners, 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 Sustainable Woodlands Partners serves?

The only and largest group of clients of Sustainable Woodlands Partners is pooled investment vehicles with 2 clients and $185.24 million of assets under management. Among the 9 most similar advisory firms, Sustainable Woodlands Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $185.24 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Sustainable Woodlands Partners also advises several private funds. Namely, two other private funds. The minimum investment commitment required of non-related persons ranges from $2,000,000 to $5,000,000.

Careers at Sustainable Woodlands Partners, LLC

The company employs 13 people that are either part- or full-time employees. 31 percent of the employees work as investment advisers or researchers. 4 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
L.L.C. Molpus Woodlands Group Sustainable	Member	1 Oct 2004	25% - 50%	20-2867866
Llc Investek Timber Managment	Member	1 Oct 2004	25% - 50%	64-0900134
L.P. Salient Partners	Member	1 Oct 2004	Other	87-0696141
Andrew Baird Linbeck	Elected manager	1 Oct 2004	Other	1762524
John Edward Price	Chief financial officer	1 Oct 2004	Other	4739769
Robert Lewis Lyle	Elected manager	1 Oct 2004	Other	1334794
Terrell Elton Winstead	Elected manager	1 Oct 2004	Other	4832786
Michael Thomason Mcree	Elected manager	1 Oct 2004	Other	1415786
David Andrew Scott	Elected manager	1 Oct 2004	Other	5755149
Arthur Haag Sherman	Elected manager	1 Oct 2004	Other	2813406
Richard Henderson Molpus	Elected manager	1 Oct 2004	Other	1510275
Paul Axtell Bachtold	Chief compliance officer	1 May 2011	Other	2857451
John Arthur Blaisdell	Elected manager	1 Nov 2011	Other	4638025
Ken Sewell	Elected manager	1 Jan 2014	Other	6316463
Jeremy Lawrence Radcliffe	Elected manager	1 Nov 2017	Other	2917897
Matthew Scott Hibbetts	Chief financial officer and treasurer	1 Aug 2018	Other	5908785
David Edwin Hicks	Elected manager	1 Aug 2018	Other	3253023
Robert Markwood Fields	Elected manager	1 Nov 2018	Other	2261561

Indirect Owners

The SEC currently registers 16 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Michael Thomason Mcree	Member/chairman	1 Apr 1989	50% - 75%	1415786
Llc Salient Capital Management	General partner	1 May 2003	Other	87-0696139
Andrew Baird Linbeck	Elected manager	1 May 2003	Other	1762524
John Arthur Blaisdell	Elected manager	1 May 2003	Other	4638025
Arthur Haag Sherman	Elected manager	1 May 2003	Other	2813406
David Andrew Scott	Member/president	1 Nov 2003	Other	5755149
Richard Henderson Molpus	Owner/president	1 Jul 2004	75% - 100%	1510275
Llc The Molpus Woodlands Group	Member	1 May 2005	75% - 100%	114575
The Molpus Company	Member	1 May 2005	Other	64-0344609
Richard Henderson Molpus	Member	1 May 2005	75% - 100%	1510275
Christopher John Dean	Elected manager	1 Jan 2010	Other	2644612
William John Kelly	Elected manager	1 Apr 2011	Other	4361587
Jeremy Lawrence Radcliffe	Elected manager	1 Oct 2011	Other	2917897
John Philip Ferguson	Elected manager	1 May 2012	Other	819892
Llc Molpus Legacy	Owner	1 Mar 2015	25% - 50%	47-3165382
Gregory Allen Reid	Elected manager	1 Feb 2017	Other	2176683

Based in Houston

The principal office where Sustainable Woodlands Partners, LLC performs its advisory services is located at 4265 San Felipe St, Houston, TX 77027, 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 713-993-4675 or by fax 713-993-4698. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at salientpartners.com.