Canaan Natural Gas Management, LLC
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Overview
Canaan Natural Gas Management, LLC operates as a financial advisor firm located in Oklahoma City, Oklahoma. It controls $325.0 million in assets throughout one account, making it a mid-tier financial advisory firm in the nation by assets under management (AUM). It has a small team, including 1 financial advisor. Canaan Natural Gas Management, LLC is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial assets like bonds, stocks and options.
Canaan Natural Gas Management, LLC administers all of its client assets on a discretionary basis. Discretionary management means that transaction judgments are made by a portfolio manager without requiring the customer's authorization. The company oversees about $325.0 million in assets for every customer account. The typical advisor at Canaan Natural Gas Management, LLC oversees around one client account, making it one of the most individualized advisor firms in the country.
The firm's main office is at 6301 Waterford Blvd, Oklahoma City, Oklahoma 73118. The firm is legally allowed to provide services to investors in the state of Oklahoma.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Canaan Natural Gas Management, LLC by the Numbers
$325.0 million
1
1
$325.0 million
Fee Structure
A financial advisor's fees largely are based on which services the firm provides the client. Fee types charged by the company likely include the following fee types: fixed or performance-based. The firm does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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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. Canaan Natural Gas Management, LLC's largest client type is pooled investment vehicles. None of the firm'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
Canaan Natural Gas Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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