Highpeak Energy Management, LLC
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Overview
Highpeak Energy Management, LLC operates as a financial advisory company that has its headquarters in Fort Worth, Texas. The company handles $1.9 billion in assets over two accounts, making it one of the largest investment advisory firms in the country by assets under management (AUM). The firm has a small group, including 3 financial advisors. Highpeak Energy Management, LLC is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as equities, options and bonds.
Highpeak Energy Management, LLC oversees all of its client assets in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make transaction decisions for the client's account without requiring client consent. Highpeak Energy Management, LLC administers roughly $931.6 million for every account. The typical financial advisor at Highpeak Energy Management, LLC oversees fewer than one client account, placing it among the most personalized advisor firms in the country.
The firm's headquarters is located at 421 West 3Rd Street, Fort Worth, Texas 76102. It is registered to provide services to investors in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Highpeak Energy Management, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$1.9 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
3
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
2
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$931.6 million
Fee Structure
Fees charged by financial advisors largely depend on which services are provided. However, fees billed by the firm typically consist of the following fee type: performance-based. Highpeak Energy Management, LLC does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 26% of firms
Performance-based
Unavailable
-
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
-
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
Highpeak Energy Management, LLC provides services to pooled investment vehicles. Out of its two accounts, Highpeak Energy Management, LLC's biggest client type by number of accounts is pooled investment vehicles. None of the company's accounts 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
Highpeak Energy Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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