Scout Energy Management LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 161832
- Registered since
- July 9, 2013
- Website
- www.scoutep.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Scout Energy Management LLC is an SEC-registered institutional RIA formed as a limited liability company in 2013 that provides portfolio management for pooled investment vehicles. The firm serves an institutional client base and acts as sponsor, general partner, and managing member of pooled vehicles it advises. Its fee arrangement combines a percentage-of-AUM charge with performance-based fees, a structure consistent with active management of closed-end or private funds. The firm identifies as an active ESG investor, and its stated activities center on managing private pooled vehicles rather than retail wrap or financial planning businesses.
Assets & Accounts
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
1 of 1John Phelan
Counsel & Chief Compliance OfficerCRD 7836118
Contacts
1 of 1
Todd Flott
Managing Director and General PartnerCRD 5318284
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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