Rs Energy Group Canada, Inc. (Calgary)

Name: Rs Energy Group Canada, Inc.
Address: 585 8 Th Avenue Sw, Suite 1400, Calgary, T2 P 1 G1
Telephone: 403-294-9111

Rs Energy Group Canada, Inc. is an adviser based in Calgary. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California, Colorado, Connecticut, and 14 other states.

Rs Energy Group Canada provides publication of newsletters and custom consulting 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.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rs Energy Group Canada, Inc. for their services and products based on subscription fees and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Cary Jay Davis serves?

The firm provides services to pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Cary Jay Davis is pooled investment vehicles with 147 clients and $0 of assets under management. Among the 4 most similar advisory firms, Rs Energy Group Canada has the highest percentage of pooled investment vehicles out of all clients.

13% of the firm’s clients are foreign persons or businesses.

Rs Energy Group Canada doesn't advise any private funds.

Careers at Rs Energy Group Canada, Inc.

The company employs 180 people that are either part- or full-time employees. 47 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Cary Jay Davis has been acting as President since 1 Dec 2015. Thomas Paul Stevens joined the executive team most recently as the Cfo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Rs Energy Group U.S.	Parent	1 Dec 2015	75% - 100%	81-0684613
James Lawrence Jarrell	President, director	1 Dec 2015	Other	6603503
Manuj Singh Nikhanj	Vp, director	1 Dec 2015	Other	6603507
Leila Riber Thornborough	Cco, director, ops	1 Dec 2015	Other	6603509
Cary Jay Davis	Director	1 Dec 2015	Other	6611341
Thomas Paul Stevens	Cfo	1 Sep 2016	Other	4373891

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Rs Energy Group Midco	Parent	1 Dec 2015	75% - 100%	81-0972391
Inc. Es Energy Group Topco	Parent	1 Dec 2015	75% - 100%	81-0947789
L.P. Warburg Pincus Energy	Owner	1 Dec 2015	25% - 50%	46-4613663
L.P. Warburg Pincus Private Equity Xii	Owner	1 Dec 2015	25% - 50%	47-4299035

Based in Calgary

The principal office where Rs Energy Group Canada, Inc. performs its advisory services is located at 585 8 Th Avenue Sw, Suite 1400, Calgary, T2 P 1 G1, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 403-294-9111 or by fax 403-294-9112. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at rseg.com/ and its LinkedIn profile.