Blue Tip Energy Management, LLC (Houston)


Blue Tip Energy Management, LLC is an adviser based in Houston. It manages $71 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Texas.

Blue Tip 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.

Blue Tip Energy Management: assets under management

The assets under management (AUM) of Blue Tip Energy Management, LLC is $71 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $71 million each.
Blue Tip Energy Management has custody of $71 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Blue Tip Energy Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Rosetta Capital Partners Lp Partner 1 Nov 1993 25% - 50% 25-1893663
Thomas D Wright Limited partner 1 Nov 1993 50% - 75% 5499967
Rosetta Capital Llc General partner 1 Aug 2001 Other 23-3085180
Hjp 2011 Llc Partner 1 Feb 2012 75% - 100% 45-3730426
Henry Posner Member 1 Feb 2012 25% - 50% 6061705
Paul Posner Member 1 Feb 2012 25% - 50% 6061709
James Posner Member 1 Feb 2012 25% - 50% 6061710

Based in Houston

The principal office where Blue Tip Energy Management, LLC performs its advisory services is located at 15810 Park Ten Place, Suite 160, Houston, TX 77084, which is also the mailing address of the firm. An additional office of the firm is in Lakewoood, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 281-944-3800 or by fax 281-944-3790. The normal business hours are 8:00-5:00 on Monday - Friday. You can find more information about the New York firm at bluetipenergy.com.