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 an SEC-registered institutional RIA organized as a limited liability company and registered in 2018. The firm serves institutional clients and functions as a capital allocator, using a mix of percentage-of-AUM and performance-based fee arrangements. Its advisory work centers on portfolio management for pooled investment vehicles and the selection of external advisers; it also operates in roles such as sponsor, general partner, or managing member of pooled vehicles. The firm is not positioned as an active ESG investor, does not identify as a multi-state adviser in the provided data, and does not list pension consulting or related-adviser services. The ownership structure is reported as a combination of domestic entity and individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

    Erika Anderson

    Chief Compliance OfficerCRD 4759216

  • Judson Walker

    President and CEOCRD 7029958

  • Travis Hancock

    Travis Hancock

    CFOCRD 7357626

Contacts

1 of 1
  • John West

    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