SCOUT ENERGY MANAGEMENT LLC

RIASEC RegisteredEst. 2013
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$93.2M
Accounts
20
Employees
1,113
Advisory reps
2

Firm details

Headquarters
DALLAS, Texas
CRD number
161832
Registered since
July 9, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Scout Energy Management LLC is a limited liability company registered with the SEC in 2013 that serves institutional investors. The firm provides portfolio management for pooled investment vehicles and also acts as sponsor, general partner and managing member of those vehicles. Its client-facing fee model includes a percentage of assets under management plus performance-based fees. Scout reports being an active ESG investor. It is organized under individual ownership, is not designated as a capital allocator, and is not registered as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • John Phelan

    Counsel & Chief Compliance OfficerCRD 7836118

Contacts

1 of 1
  • TODD FLOTT

    Managing Director and General PartnerCRD 5318284

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

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
13800 Montfort Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth