Enervest Investment Services, L.L.C. (Houston)

Name: Enervest Investment Services, L.L.C.
Address: 1001 Fannin Street, Houston, TX, 77002
Telephone: 713-659-3500

Enervest Investment Services, L.L.C. is a large advisory firm based in Houston. It manages $3.07 billion of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Texas.

Enervest Investment Services, L.L.C provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Enervest Investment Services, L.L.C: assets under management

The assets under management (AUM) of Enervest Investment Services, L.L.C. is $3.07 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -27% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.07 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $139.42 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Enervest Investment Services, L.L.C. 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.

What kind of clients Enervest Investment Services, L.L.C serves?

The only and largest group of clients of Enervest Investment Services, L.L.C is pooled investment vehicles with 22 clients and $3.07 billion of assets under management. Among the 9 most similar advisory firms, Enervest Investment Services, L.L.C has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $3.07 billion for 22 clients. None of the firm’s clients are foreign persons or businesses.

Enervest Investment Services, L.L.C also advises several private funds. Namely, four other private funds and five private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.

Careers at Enervest Investment Services, L.L.C.

The company employs 1,006 people that are either part- or full-time employees. 1 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 doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
L.P. Enervest Holding	Member	1 Jan 2011	75% - 100%	20-5009852
John Bryan Walker	President, chief executive officer and manager	1 Jan 2011	Other	457208
James Michael Vanderhider	Executive vice president, chief financial officer and manager	1 Jan 2011	Other	6027898
John Andrew West	Chief compliance officer, vice president, general counsel and secretary	1 May 2017	Other	6951623
Judson B. Walker	Executive vice president	1 Aug 2018	Other	7029958
Kate Elizabeth Bacon	Chief compliance officer	1 Oct 2018	Other	6561589
Nicholas P Bobrowski	Executive vice president and chief financial officer	1 Nov 2018	Other	5167312

Indirect Owners

The SEC currently registers 13 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Jr. Loyal Trust A. V. Jones	Shareholder	1 Dec 1990	25% - 50%	00-00000
A. V. Jones	Trustee	1 Dec 1990	Other	6029481
Jon Rex Jones Loyal Trust	Shareholder	1 Dec 1990	25% - 50%	00-00000
Jon Rex Jones	Trustee	1 Dec 1990	Other	4455872
Jones Tucker Corporation	General partner	1 Oct 1992	Other	00-00000
Ltd. Jones Enervest	Member	1 Jan 1995	50% - 75%	75-2450809
Ltd. Enervest Advisors	Member	1 Jan 1995	50% - 75%	76-0628617
John Bryan Walker	General partner	1 Jul 1999	Other	457208
Lisa Anne Walker	General partner	1 Jul 1999	Other	6952482
L.C. Enervest Advisors Gp	General partner	1 Dec 1999	Other	76-0629539
L.L.C. Enervest Operating	General partner	1 Jan 2006	Other	76-0460809
Ltd. Enervest	Limited partner	1 Jan 2006	75% - 100%	76-0378595
John B. And Lisa A. Walker L.P.	Sole member	1 Jan 2009	75% - 100%	00-0000000

Based in Houston

The principal office where Enervest Investment Services, L.L.C. performs its advisory services is located at 1001 Fannin Street, Houston, TX 77002, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-659-3500 or by fax 713-659-3556. The normal business hours are 8 am-5 pm on Monday - Friday. You can find more information about the New York firm at enervest.net.