Basin Oil And Gas Management, Lp
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Overview
Basin Oil And Gas Management, Lp is a financial advisory firm based in Fort Worth, Texas. It manages $376.6 million in assets across four accounts, placing it among the larger investment advisory firms in the United States by assets under management (AUM). Basin Oil And Gas Management, Lp has a small group, including 8 financial advisors. Basin Oil And Gas Management, Lp does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like bonds, stocks and options.
Basin Oil And Gas Management, Lp administers all of the company's client assets on a discretionary basis. Discretionary management means that a portfolio manager has the discretion to make buy and sell decisions without requiring client permission. Basin Oil And Gas Management, Lp oversees an average of $94.2 million in assets for each customer account. The average financial advisor at Basin Oil And Gas Management, Lp administers fewer than one client account, making it one of the most individualized firms in the country.
Basin Oil And Gas Management, Lp's headquarters is located at 1320 South University Dr., Fort Worth, Texas 76107. The firm is registered to provide services to investors in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Basin Oil And Gas Management, Lp by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$376.6 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
9
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
4
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$94.2 million
Fee Structure
Fees charged by financial advisors typically vary depending on which services are provided. Fee types charged by the firm can be comprised of some combination of the following fee structures: asset-based or performance-based. Basin Oil And Gas Management, Lp does not provide a wrap fee program, in which the company offers a service bundle for a comprehensive fee.
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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its four accounts, Basin Oil And Gas Management, Lp's biggest client by number of accounts is pooled investment vehicles. None of the company's clients reside abroad.
- 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
Basin Oil And Gas Management, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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