SMH PEG MANAGEMENT , LLC
CRD #163051 SEC #802-76390 HOUSTON, TX 888-908-7716
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--
Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Mar 26, 2013
- 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 |
|---|---|---|---|---|
| MORRIS, BEN, TILLMAN | I | MEMBER AND MANAGER | NA | |
| MORRIS, BEN, TILLMAN | I | MEMBER AND MANAGER | NA | |
| MORRIS, BEN, TILLMAN | I | MEMBER AND MANAGER | NA | |
| MORRIS, BEN, TILLMAN | I | MEMBER AND MANAGER | NA | |
| SANDERS MORRIS HARRIS INC. | DE | MEMBER | D | Control |
| SMW INVESTMENTS I, LLC | DE | MEMBER | D | Control |
| SMW INVESTMENTS I, LLC | DE | MEMBER | D | Control |
| SMW INVESTMENTS I, LLC | DE | MEMBER | D | Control |
| DAVIS, CHARLES, LOUIS | I | MEMBER AND MANAGER | C | Control |
| DAVIS, CHARLES, LOUIS | I | MEMBER AND MANAGER | C | Control |
| DAVIS, CHARLES, LOUIS | I | MEMBER AND MANAGER | C | Control |
| DAVIS, CHARLES, LOUIS | I | MEMBER AND MANAGER | C | Control |
| MCMAKEN, BRUCE, ROBERT | I | MEMBER AND MANAGER | B | |
| MCMAKEN, BRUCE, ROBERT | I | MEMBER AND MANAGER | B | |
| MCMAKEN, BRUCE, ROBERT | I | MEMBER AND MANAGER | B | |
| MCMAKEN, BRUCE, ROBERT | I | MEMBER AND MANAGER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| THE EDELMAN FINANCIAL GROUP INC. | DE | SANDERS MORRIS HARRIS INC. | E | Control |
| MORRIS, BEN, TILLMAN | I | SMW INVESTMENTS I, LLC | C | Control |
| MORRIS, BEN, TILLMAN | I | SMW INVESTMENTS I, LLC | C | Control |
| MORRIS, BEN, TILLMAN | I | SMW INVESTMENTS I, LLC | C | Control |
| SANDERS, DONALD, ANTHONY | I | SMW INVESTMENTS I, LLC | C | Control |
| SANDERS, DONALD, ANTHONY | I | SMW INVESTMENTS I, LLC | C | Control |
| SANDERS, DONALD, ANTHONY | I | SMW INVESTMENTS I, LLC | C | Control |
| WEIR, DONALD, VERNON | I | SMW INVESTMENTS I, LLC | C | Control |
| WEIR, DONALD, VERNON | I | SMW INVESTMENTS I, LLC | C | Control |
| WEIR, DONALD, VERNON | I | SMW INVESTMENTS I, LLC | C | Control |
Registrations
Federal
ERA
Mar 26, 2013 REGISTERED
Address
600 TRAVIS, SUITE 5900HOUSTON, TX 77002
United States
Phone: 888-908-7716