GERDES ENERGY RESEARCH LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
HOUSTON, Texas
CRD number
323631
Fee structure
Fixed Fees

Firm profile

FINTRX

Overview

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

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

Contacts

1 of 1
  • JOHN GERDES

    PresidentCRD 2533362

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
12 Greenway Plz
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

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