Enervest Investment Services, L.L.C
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Overview
Enervest Investment Services, L.L.C is an advisory firm based in Houston, Texas. The firm controls $1.6 billion in total assets over 16 client accounts, placing it among the largest firms in the United States by assets under management (AUM). The company has a large group, including 15 financial advisors. Enervest Investment Services, L.L.C is not a registered broker-dealer, meaning the company cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are tradable financial assets such as equities, options and bonds.
Enervest Investment Services, L.L.C administers all of the company's accounts on a discretionary basis. Discretionary management is a structure in which an investment advisor has the discretion to make transaction choices without requiring the customer's authorization. Enervest Investment Services, L.L.C manages roughly $99.7 million in assets for every account. An average financial advisor at Enervest Investment Services, L.L.C administers about one client account, making it one of the most personalized firms in the country.
The firm's headquarters is at 1001 Fannin Street, Houston, Texas 77002. It is legally allowed to provide services to investors in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Enervest Investment Services, L.L.C by the Numbers
$1.6 billion
346
16
$99.7 million
Products and Services
Services provided by Enervest Investment Services, L.L.C include portfolio management for pooled investment vehicles and selection of other advisers. The company is not involved in selling products or offering services other than investment advice to its investment advisory customers. It is also affiliated with a number of other companies in the financial services industry, including with a commodity pool advisor.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice largely are based on the financial services provided. However, fee types charged by the firm most likely consist of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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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 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 works with pooled investment vehicles. Out of its 16 accounts, Enervest Investment Services, L.L.C's biggest client type by number of accounts is pooled investment vehicles. None of the company's customers 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
Enervest Investment Services, L.L.C does not have any disclosures.
Please visit its Form ADV for more details.
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