SIMMONS L E & ASSOCIATES INC

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Adviser Profile
As of Date 03/28/2024
Adviser Type - Large advisory firm
Number of Employees 22 10.00%
of those in investment advisory functions 14
Registration Texas, Terminated, 03/01/2007
Other registrations (1)
AUM* 1,995,807,505 7.71%
of that, discretionary 1,995,807,505 7.71%
Private Fund GAV* 1,995,807,505 7.58%
Avg Account Size 399,161,501 50.79%
SMA’s No
Private Funds 5 2
Contact Info 713 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 794M 529M 265M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count5 GAV$1,995,807,505

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Brochure Summary

Overview

SCF Partners, Inc. was formed on February 7, 1989 and began providing advisory services later that year. Since that time, SCF has provided only investment supervisory services and does not refer to its services as financial planning or some similar service. SCF became a registered investment adviser in 1995. For purposes of this brochure, “SCF” means SCF Partners, Inc., together (where the context permits) with its affiliated general partners of the Funds (as defined below). SCF provides investment supervisory services to investment vehicles (the “Funds”) that are exempt from registration under the Investment Company Act of 1940, as amended (the “1940 Act”) and whose securities are not registered under the Securities Act of 1933, as amended (the “Securities Act”). SCF provides advisory services on equity securities, including mainly privately-held but occasionally exchange-listed securities. It also provides advice on warrants and corporate debt securities (other than commercial paper). The Funds make primarily minority or majority interest equity investments in corporations engaged in the oilfield service and equipment industry (“portfolio companies”). SCF and its personnel identify and evaluate new investment opportunities, negotiate and assist in arranging financing to consummate investments on behalf of the Funds, manage and monitor the performance of such investments and dispose
of such investments. As discussed further in Items 5 and 11, SCF’s personnel or representatives also typically serve as board members of the portfolio companies and assist the portfolio companies in setting strategic and financial goals, implementing compensation systems and identifying and pursuing strategic opportunities. SCF provides investment supervisory services to each Fund in accordance with the limited partnership agreement (or analogous organizational document) of such Fund or separate investment and advisory, investment management or portfolio management agreements (each, an “Advisory Agreement”). SCF considers each Fund as its client and does not tailor its advisory services to meet the individual needs of the particular limited partners in the Fund. However, the organizational or offering documents of the applicable Fund, Advisory Agreements and/or side letter agreements negotiated with investors in the applicable Fund (such documents collectively, a Fund’s “Organizational Documents”) limit the industry in which monies may be invested to the worldwide energy services and equipment industry. SCF does not participate in wrap fee programs. The assets of each fund are managed solely on a discretionary basis. As of December 31, 2023, the amount of client assets managed for all Funds combined totaled $1,995,807,500. SCF Partners, Inc. is principally owned by Laurence E. Simmons.