Five Point Energy LLC
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Overview
Five Point Energy LLC operates as a financial advisory company headquartered in Houston, Texas. The firm controls $3.6 billion in assets under management across nine accounts, making it one of the largest financial advisory firms in the country by assets under management (AUM). Five Point Energy LLC has a small team, including 11 financial advisors. Five Point Energy LLC does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are exchangable financial investments such as stocks, bonds and options.
Five Point Energy LLC administers all of the firm's accounts in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make buy and sell decisions without requiring the customer's authorization. The advisory firm's average account size is $396.0 million. The average advisor at Five Point Energy LLC oversees fewer than one client account, placing it among the most personalized firms in the country.
Five Point Energy LLC's headquarters is at 825 Town And Country Lane, Houston, Texas 77024. The company is legally permitted to serve investors in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Five Point Energy LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$3.6 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
27
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
9
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$396.0 million
Fee Structure
A financial advisor's fees depend on the financial services offered. However, fees billed by the firm can include the following fee types: asset-based or performance-based. The firm does not supply 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 nine clients, Five Point Energy LLC's biggest client group is pooled investment vehicles. None of the firm'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
Five Point Energy LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Five Point Energy LLC
Spring, TX
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