ENERVEST INVESTMENT SERVICES, L.L.C.

RIASEC RegisteredEst. 2018
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$127M
Accounts
8
Employees
316
Advisory reps
4

Firm details

Headquarters
HOUSTON, Texas
CRD number
297181
Registered since
June 18, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Enervest Investment Services, L.L.C. is a privately held investment adviser that focuses on institutional mandates and on managing pooled investment vehicles. The firm is SEC-registered since 2018 and describes itself as a capital allocator that both runs and selects third-party managers. Its advisory work centers on portfolio management for pooled vehicles and the selection of other advisers; it also acts in sponsor/GP and related roles for pooled investment structures. Fee arrangements include a percentage-of-AUM component and performance-based fees. Enervest does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

3 of 3
  • ERIKA ANDERSON

    Chief Compliance OfficerCRD 4759216

  • Judson Walker

    President and CEOCRD 7029958

  • Travis Hancock

    CFOCRD 7357626

Contacts

1 of 1
  • John West

    SVP, General CounselCRD 6951623

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
1001 Fannin St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth