Enervest Investment Services, L.L.C.
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 297181
- Registered since
- June 18, 2018
- Website
- www.enervest.net
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Erika Anderson
Chief Compliance OfficerCRD 4759216
Judson Walker
President and CEOCRD 7029958
Travis Hancock
CFOCRD 7357626
Contacts
1 of 1
John West
SVP, General CounselCRD 6951623
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
- 1001 Fannin St
- Time zone
- CT (UTC-6)
- Office locations
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