ENERVEST INVESTMENT SERVICES, LLC
CRD #156671 SEC #801-73951 HOUSTON, TX (713) 659-3500
SEC Registered Private Funds
Total AUM
$3.9B
Discretionary
$3.9B
Employees
--
Clients
--
Accounts
20
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 14, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOUSER, MARK, ALLEN | I | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER AND MANAGER | NA | Control |
| VANDERHIDER, JAMES, MICHAEL | I | EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND MANAGER | NA | Control |
| WALKER, JOHN, BRYAN | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND MANAGER | NA | Control |
| WELCH, FABENE, JOAN | I | SENIOR VICE PRESIDENT, SECRETARY, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ENERVEST HOLDING, L.P. | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ENERVEST ADVISORS GP, L.C. | DE | ENERVEST ADVISORS, LTD. | F | Control |
| ENERVEST OPERATING, L.L.C. | DE | ENERVEST HOLDING, L.P. | F | Control |
| JONES, A., V. | I | A. V. JONES, JR. LOYAL TRUST | F | Control |
| JONES, JON, REX | I | JON REX JONES LOYAL TRUST | F | Control |
| JONES-TUCKER CORPORATION | DE | JONES ENERVEST, LTD. | F | Control |
| ENERVEST, LTD. | DE | ENERVEST HOLDING, L.P. | E | Control |
| WALKER, JOHN, BRYAN | I | ENERVEST ADVISORS, GP, L.C. | E | Control |
| ENERVEST ADVISORS, LTD. | DE | ENERVEST OPERATING, L.L.C. | D | Control |
| JONES ENERVEST, LTD. | DE | ENERVEST OPERATING, L.L.C. | D | Control |
| WALKER, JOHN, BRYAN | I | ENERVEST ADVISORS, LTD. | D | Control |
| A. V. JONES, JR. LOYAL TRUST | DE | JONES-TUCKER CORPORATION | C | Control |
| JON REX JONES LOYAL TRUST | DE | JONES-TUCKER CORPORATION | C | Control |
Registrations
Federal
IA
Feb 14, 2012 REGISTERED
Address
1001 FANNIN STREETSUITE 800
HOUSTON, TX 77002-6708
United States
Phone: (713) 659-3500