Coachman Energy Partners LLC (Greenwood Village)

Name: Coachman Energy Partners LLC
Address: 5251 Dtc Pkwy, Greenwood Village, CO, 80111
Telephone: 720-279-0072

Coachman Energy Partners LLC is an adviser based in Greenwood Village. It manages $64.37 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Colorado.

Coachman Energy Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Coachman Energy Partners: assets under management

The assets under management (AUM) of Coachman Energy Partners LLC is $64.37 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $64.37 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.2 million each.

Coachman Energy Partners has custody of $77.83 million in cash and securities for 8 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Coachman Energy Partners LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Steven R Mut serves?

The only and largest group of clients of Steven R Mut is pooled investment vehicles with 7 clients and $64.37 million of assets under management. Among the 1 most similar advisory firms, Coachman Energy Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $64.37 million for 7 clients. None of the firm’s clients are foreign persons or businesses.

Coachman Energy Partners also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $250,000 for each fund.

Careers at Coachman Energy Partners LLC

The company employs 10 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Steven R Mut has been acting as President since 1 Nov 2013. Karen Ann Steighner joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Randall Dean Kenworthy	Chief executive officer	1 Jan 2013	50% - 75%	5083838
Caroline Gash	Chief analytics & performance officer	1 Jan 2013	Other	6285005
Don E Scott	Chief operating officer	1 Jan 2013	Other	2753895
Steven R Mut	President	1 Nov 2013	Other	6276789
Jason Michael Ewasko	Chief compliance officer	1 Nov 2013	Other	4622799
Sarah R Ledonne	Chief compliance officer	1 Oct 2014	Other	5836382
Michael Anthony Mastrodonato	Chief operations officer	1 May 2015	Other	6525517
Michelle Lynn Malloy	Chief financial officer	1 May 2015	Other	6525541
Jason Michael Ewasko	Chief compliance officer	1 Aug 2015	Other	4622799
Karen Ann Steighner	Chief compliance officer	1 Dec 2016	Other	1100675

Based in Greenwood Village

The principal office where Coachman Energy Partners LLC performs its advisory services is located at 5251 Dtc Pkwy, Greenwood Village, CO 80111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 720-279-0072 or by fax 303-534-0220. The normal business hours are 9:00 am - 5:00 pm mst on Monday - Friday. You can find more information about the New York firm at coachmanenergy.com.