GERDES ENERGY RESEARCH LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 323631
- Fee structure
- Fixed Fees
Firm profile
FINTRXOverview
Gerdes Energy Research LLC is a small, energy‑focused advisory firm organized as a limited liability company and owned by an individual. The firm emphasizes research and advisory activity in energy markets and uses a fixed‑fee business model, which suggests services are delivered on a consulting or subscription basis rather than traditional asset‑based advisory billing. The firm self-identifies as an active ESG investor while maintaining explicit allocations to energy sector strategies, indicating ESG considerations are likely applied through manager selection, due diligence, or position‑level analysis rather than by avoiding energy exposures entirely. Although the firm’s formal classification is unclassified and it is not listed as a capital allocator, its stated investment activity centers on third‑party alternative managers and market instruments tied to the energy complex. That focus points to a combination of market research, manager selection, and targeted exposure construction rather than running large pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JOHN GERDES
PresidentCRD 2533362
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 12 Greenway Plz
- Time zone
- CT (UTC-6)
- Office locations
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