AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $1.7 |
Non-Discretionary | $0.0 |
Total | $1.7 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $1.7 |
Institutional | $0.0 |
Total | $1.7 |
Retail | Accounts | AUM |
---|---|---|
Individual | 0 | $0.0 |
Average Individual AUM | $0 | |
HNW | 0 | $0.0 |
Average HNW AUM | $0 | |
Retail Total | 0 | $0.0 |
Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $0.0 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $0.0 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 0% | $0.0 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 0% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 0% | $0.0 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 0% | $0.0 |
Other | 0% | $0.0 |
Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
SCOUT ENERGY GROUP VI, LP | $0.0 | - | |
SCOUT ENERGY GROUP RANGELY CO-INVEST V, LP | $0.0 | - | |
SCOUT ENERGY GROUP V, LP | $0.0 | - | |
SCOUT ENERGY GROUP III, LP | $0.0 | - | |
SCOUT ENERGY GROUP I, LP | $0.0 | - | |
SCOUT ENERGY GROUP II, LP | $0.0 | - | |
SCOUT ENERGY GROUP IV, LP | $0.0 | - | |
SCOUT ENERGY GROUP CO-INVEST V, LP | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
4 active
Name | Title |
---|---|
BASCHAB, JOHN DAVID | MEMBER, ELECTED MANAGER AND MANAGING DIRECTOR |
FLOTT, TODD | MEMBER, ELECTED MANAGER AND MANAGING DIRECTOR |
PIOT, JON CHRISTIAN | MEMBER, ELECTED MANAGER AND MANAGING DIRECTOR |
PHELAN, JOHN, CHARLES | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-05-02 | $1.7 | $0.0 | 0% | 1,082 | 0 | 0% |
2025-04-21 | $1.7 | $0.0 | 0% | 1,082 | 0 | 0% |
2024-04-02 | $2.0 | -$0.3 | -15% | 1,081 | 1 | 0% |
2023-04-04 | $1.9 | -$0.2 | -10% | 1,030 | 52 | 5% |
2022-04-01 | $1.8 | -$0.1 | -3% | 943 | 139 | 15% |
2021-04-05 | $1.7 | $0.1 | 3% | 859 | 223 | 26% |
2020-04-01 | $1.7 | $0.0 | 2% | 834 | 248 | 30% |
2019-04-01 | $1.4 | $0.3 | 25% | 668 | 414 | 62% |
2018-04-02 | $1.0 | $0.7 | 70% | 7 | 1,075 | 15357% |
2017-04-01 | $0.8 | $0.9 | 117% | 7 | 1,075 | 15357% |
2016-04-01 | $0.5 | $1.2 | 262% | 4 | 1,078 | 26950% |
2015-04-01 | $0.5 | $1.2 | 231% | 4 | 1,078 | 26950% |
2014-04-01 | $0.2 | $1.5 | 700% | 27 | 1,055 | 3907% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
TX, NY-03/31/2017, TX-03/30/2019 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV