AETHON ENERGY MANAGEMENT

RIASEC RegisteredEst. 2014
Total AUM
$700M
Discretionary
$700M
100% of AUM
Avg account
$140M
Accounts
5
Employees
198
Advisory reps
2

Firm details

Headquarters
DALLAS, Texas
CRD number
173136
Registered since
December 26, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Aethon Energy Management is a privately held investment manager that operates as a private equity fund focused on energy-related investments. The firm advises and manages pooled investment vehicles for institutional clients and serves in sponsor and general partner roles. Its advisory work centers on portfolio management for those pooled vehicles rather than on retail wealth management. Aethon charges a combination of percentage-of-assets and performance-based fees and is not classified as an active ESG investor. Investment activity concentrates on direct, private-market exposures tied to energy and commodity cycles. The firm’s setup and registration (SEC-registered in 2014) indicate a structured private-equity approach: sourcing private placements and energy asset deals, sponsoring limited partnerships, and taking managing-member or GP roles when appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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
  • CLAYTON MCGRATTY

    Chief Administrative OfficerCRD 7659916

Contacts

1 of 1
  • GORDON HUDDLESTON

    President and PartnerCRD 6407273

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

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
12377 Merit Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth