WATEROUS ENERGY FUND MANAGEMENT (US), LLC

RIASEC RegisteredEst. 2018
Total AUM
$4B
Discretionary
$0
0% of AUM
Avg account
$334M
Accounts
12
Employees
2
Advisory reps
2

Firm details

Headquarters
HOUSTON, Texas
CRD number
290952
Registered since
January 18, 2018
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Waterous Energy Fund Management (US), LLC is a private equity fund manager focused on pooled investment vehicles in the energy space. The firm is structured as an LLC, registered with the SEC in 2018, and serves an institutional client base. Its primary advisory role is portfolio management for pooled investment vehicles, and it operates as a sponsor, general partner and managing member for those vehicles. Fee arrangements include performance-based components, consistent with carried‑interest-style economics common to energy and private equity funds. Investment activity centers on energy-related private equity and direct energy sector exposures. The firm reports allocations to private equity, commodities and oil & gas strategies and typically manages assets on a non‑discretionary basis for its limited partners rather than running large numbers of retail discretionary accounts. Waterous Energy Fund Management (US), LLC does not list itself as an active ESG investor.

Assets & Accounts

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

Contacts

2 of 2
  • DAVID ROOSTH

    DirectorCRD 5353955

  • MICHAEL BUCKINGHAM

    Managing DirectorCRD 4671869

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
717 Texas St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth