Saracen Energy Equities Advisors LLC is a large advisory firm based in Houston. It manages $30 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Colorado and Texas.
Saracen Energy Equities Advisors provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Saracen Energy Equities Advisors LLC is $30 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Saracen Energy Equities Advisors LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Allison Paige Duensing joined the executive team most recently as the Chief Compliance Officer And General Counsel.
The principal office where Saracen Energy Equities Advisors LLC performs its advisory services is located at Five Greenway Plaza, Houston, TX 77046, which is also the mailing address of the firm. An additional office of the firm is in Denver, CO. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713.285.2900 or by fax 713.285.2911. The normal business hours are 8:00am - 5:00pm on Monday - Friday.