Sourcerock Group LLC
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Overview
Sourcerock Group LLC is a financial advisory firm based in Denver, Colorado. The firm manages $1.2 billion in assets throughout seven customer accounts, placing it among the larger financial advisory firms in the United States by assets under management (AUM). The company has a small group, including 6 financial advisors. Sourcerock Group LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal investments such as bonds, options and equities.
Sourcerock Group LLC oversees all of its accounts on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make buy and sell judgments for the client's account without needing client consent. The company's average account size is $166.2 million. The typical advisor at Sourcerock Group LLC oversees around one client account, making it one of the most individualized advisor firms in the country.
The company's central office is at 210 University Blvd, Denver, Colorado 80206. The firm is allowed to serve clients in the state of Colorado.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sourcerock Group LLC by the Numbers
$1.2 billion
9
7
$166.2 million
Fee Structure
Financial management fees are based on which services are offered. Fees billed by the company most likely are comprised of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to pooled investment vehicles. Out of its seven clients, Sourcerock Group LLC's largest client group by number of accounts is pooled investment vehicles. Around 29% of the company's clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sourcerock Group LLC does not have any disclosures.
Please visit its Form ADV for more details.
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