OFS ENERGY FUND, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2014
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
160490
Registered since
July 22, 2014

Firm profile

FINTRX

Overview

OFS Energy Fund, LLC is a small, SEC‑registered sponsor and general partner that organizes and manages pooled private investment vehicles with an emphasis on energy‑related opportunities. Structured as a limited liability company and registered in 2014, the firm operates principally as a manager of private funds rather than as a retail advisor: it serves as sponsor, GP and managing member of its pooled vehicles and makes discretionary investment decisions on behalf of those vehicles. Investment activity centers on private market exposures tied to the energy complex, with allocation appetite across private equity, private credit, venture capital and direct oil & gas interests. The firm is not identified as an active ESG investor and it does not report a multi‑state advisory footprint.

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
  • WILLIAM REYNOLDS

    Managing Director and Chief Compliance OfficerCRD 5337579

Contacts

1 of 1
  • JERAD MCMAYON

    Managing MemberCRD 2951312

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

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
909 Wirt Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth