AEC HOLDINGS, L.P.

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
288791
Registered since
April 14, 2020

Firm profile

FINTRX

Overview

AEC Holdings, L.P. is a limited partnership formed as an SEC-registered adviser in 2020 that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm’s public profile indicates a concentrated focus on private equity activity: it serves as sponsor, GP and managing member for funds rather than operating as a broad-based retail advisory firm. AEC Holdings is classified as a domestic entity with both entity and individual ownership types, is not positioned as an ESG investor, and does not present as a multi-state advisory platform or pension consultant. The firm’s structure and activities point to a manager-led private equity approach—sourcing, sponsoring and managing pooled vehicles where it holds governance and operational roles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • GREGORY EVANS

    President, Chief Operating OfficerCRD 6637736

Contacts

3 of 4
  • JEFFREY GUNST

    PartnerCRD 3272346

  • TREVOR TURBIDY

    PartnerCRD 1857659

  • STEVEN WEBSTER

    Co-Managing PartnerCRD 4149406

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
2701 Kirby Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth