Scout Energy Management LLC (Dallas)

Name: Scout Energy Management LLC
Address: 4901 Lbj Freeway, Dallas, TX, 75244
Telephone: 972-277-1373

Scout Energy Management LLC is a large advisory firm based in Dallas. It manages $1.38 billion of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of New York and Texas.

Scout Energy Management 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.

Scout Energy Management: assets under management

The assets under management (AUM) of Scout Energy Management LLC is $1.38 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 589% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.38 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $137.82 million each.

Scout Energy Management has custody of $1.28 billion in cash and securities for 10 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Scout Energy Management LLC for their services and products based on a percentage of assets under management and 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 Scout Energy Management serves?

The only and largest group of clients of Scout Energy Management is pooled investment vehicles with 10 clients and $1.38 billion of assets under management. Among the 11 most similar advisory firms, Scout Energy Management has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.38 billion for 10 clients. None of the firm’s clients are foreign persons or businesses.

Scout Energy Management also advises several private funds. Namely, ten other private funds. The minimum investment commitment required of non-related persons ranges from $25,000 to $1,000,000.

Careers at Scout Energy Management LLC

The company employs 668 people that are either part- or full-time employees. 1 percent of the employees work as investment advisers or researchers. No 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John David Baschab	Member, elected manager and managing director	1 Sep 2011	25% - 50%	xxx-xx-xxxx
Todd Flott	Member, elected manager and managing director	1 Sep 2011	25% - 50%	5318284
Jon Christian Piot	Member, elected manager, chief compliance officer and managing director	1 Sep 2011	25% - 50%	xxx-xx-xxxx

Based in Dallas

The principal office where Scout Energy Management LLC performs its advisory services is located at 4901 Lbj Freeway, Dallas, TX 75244, 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 972-277-1373 or by fax 214-540-8473. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at scoutep.com.