Adviser Profile

As of Date 04/02/2020
Registration status Registration Changed to AEC HOLDINGS, L.P.
ADV Location HOUSTON, TX, United States
AUM* 115,752,216
of that, discretionary 115,752,216
Number of Employees 7
of those in investment advisory functions 6
Private Fund GAV* 0
Avg Account Size 57,876,108
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

116M 99M 83M 66M 50M 33M 17M
2017 2018 2019 2020
Discretionary
Non-discretionary

Private Funds

Employees