Ngp
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Overview
Ngp operates as a financial advisory firm located in Dallas, Texas. Ngp has $12.7 billion in assets under management throughout 12 client accounts, making it one of the biggest investment advisory firms in the country by assets under management (AUM). It has an average-sized group, including 29 financial advisors. Ngp is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets such as options, bonds and stocks.
Ngp oversees all of the company's accounts in a discretionary manner. Discretionary management means that a portfolio manager makes buy and sell judgments for the client's account without requiring client consent. Ngp oversees roughly $1.1 billion in assets for each client account. The average financial advisor at Ngp administers fewer than one client account, making it one of the most personalized financial advisor firms in the country.
Ngp's main office is at 2850 N. Harwood Street, 19Th Floor, Dallas, Texas 75201. The company is legally permitted to serve customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ngp by the Numbers
$12.7 billion
55
12
$1.1 billion
Fee Structure
Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types billed by Ngp most likely include the following fee structures: asset-based or performance-based. The firm does not provide a wrap fee program, in which the firm offers a bundle of services for a single 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 works with pooled investment vehicles. Out of its 12 customers, Ngp's largest client is pooled investment vehicles. None of its accounts are non-U.S. persons.
- 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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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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