Scout Energy Management LLC

RIASEC RegisteredEst. 2013
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$93.2M
Accounts
20
Employees
1,113
Advisory reps
2

Firm details

Headquarters
Dallas, Texas
CRD number
161832
Registered since
July 9, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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
  • John Phelan

    Counsel & Chief Compliance OfficerCRD 7836118

Contacts

1 of 1
  • Todd Flott

    Todd Flott

    Managing Director and General PartnerCRD 5318284

Wealth teams

FINTRX

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth