Pickering Energy Partners Lp
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Overview
Pickering Energy Partners Lp is a financial advisory firm based in Houston, Texas. Pickering Energy Partners Lp administers $1.3 billion in assets under management across 17 accounts, placing it among the biggest investment advisory firms in the United States by assets under management (AUM). It has an average-sized team, including 6 financial advisors. Pickering Energy Partners Lp is not a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal assets such as options, equities and bonds.
Pickering Energy Partners Lp manages all of the company's client assets on a discretionary basis. Discretionary management means that an investment advisor makes transaction judgments for the client's account without requiring the client's authorization. Pickering Energy Partners Lp's typical account size is $78.6 million. The average advisor at Pickering Energy Partners Lp manages about three client accounts, making it one of the most personalized firms in the country.
The firm's headquarters is at 100 Waugh Drive, Houston, Texas 77007. It is legally registered to provide services to customers across a number of states, including California and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Pickering Energy Partners Lp by the Numbers
$1.3 billion
58
17
$78.6 million
Fee Structure
Fees for financial advice depend on the services offered. Fees charged by the firm most likely include the following fee types: asset-based or performance-based. Pickering Energy Partners Lp 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
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to investment companies, pooled investment vehicles, pension plans and corporations. Out of its 17 clients, Pickering Energy Partners Lp's largest client group is pooled investment vehicles. None of its 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
Pickering Energy Partners Lp does not have any disclosures.
Please visit its Form ADV for more details.
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