ENVERUS INTELLIGENCE RESEARCH, INC.
Adviser information for ENVERUS INTELLIGENCE RESEARCH, INC. last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Canada |
Employees
| Total Number of Employees | 90 |
|---|---|
| Investment Advisory/Research | 65 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | 130 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 220 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 350 |
| No. of Non-U.S. Clients | 6 |
Services
| Advisory Services | Publication of periodicals or newslettersCUSTOM CONSULTING SERVICES |
|---|---|
| Compensation | Subscription feesFixed fees |
Identifiers
| SEC RIA File Number | 801-107276 |
|---|---|
| SEC ERA File Number | 801-107276 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 282571 |
| Legal Entity Identifier | N/A |
Principal Office
585 8TH AVENUE SW, SUITE 1400ALBERTA
CALGARY
Canada
Monday - Friday, 8:00AM - 5:00PM
Tel: 403-294-9111, Fax: 403-294-9112
Chief Compliance Officer
MICHAEL TODD WILLIAMS
2901 VIA FORTUNA
BLDG. 6, SUITE 100
AUSTIN
TX
United States
Tel:
512-477-9200
Fax:
512-477-1400
T************@**********M
(Full email address available in API data)
Regulatory Contact
SHAWN SHILLINGTON
GENERAL COUNSEL
2901 VIA VORTUNA
BLDG. 6, SUITE 100
AUSTIN
TX
United States
Tel:
512-519-3780
S****************@**********M
(Full email address available in API data)
Industry Affiliates
| INTEGRITY TITLE COMPANY | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RS ENERGY GROUP U.S., INC. | Domestic Entity | – | PARENT | 12/2015 | > 75% |
| RS ENERGY GROUP MIDCO, INC. | Domestic Entity | RS ENERGY GROUP U.S., INC. | PARENT | 12/2015 | > 75% |
| RS ENERGY GROUP TOPCO, INC. | Domestic Entity | RS ENERGY GROUP MIDCO, INC. | PARENT | 12/2015 | > 75% |
| SHILLINGTON, SHAWN | Individual | – | SECRETARY, DIRECTOR | 02/2020 | < 5% |
| TITAN DI INTERMEDIATE HOLDINGS INC. | Domestic Entity | ENVERUS HOLDINGS, INC. | OWNER | 07/2018 | > 75% |
| ENVERUS, INC. | Domestic Entity | RS ENERGY GROUP TOPCO, INC. | OWNER | 02/2020 | > 75% |
| ENVERUS HOLDINGS, INC. | Domestic Entity | ENVERUS, INC. | OWNER | 02/2012 | > 75% |
| EDITION HOLDINGS, INC. | Domestic Entity | TITAN DI INTERMEDIATE HOLDINGS INC. | OWNER | 02/2020 | > 75% |
| Scott, Gibson, Chisholm | Individual | – | DIRECTOR, HEAD OF INTELLIGENCE | 07/2021 | < 5% |
| WILLIAMS, MICHAEL, TODD | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2021 | < 5% |
| H&F EDITION HOLDINGS, L.P. (CAYMAN) | Foreign Entity | EDITION HOLDINGS, INC. | OWNER | 06/2021 | 50-75% |
| HELLMAN & FRIEDMAN CAPITAL PARTNERS IX, L.P. | Foreign Entity | H&F EDITION HOLDINGS, L.P. (CAYMAN) | LIMITED PARTNER | 06/2021 | 50-75% |
| HELLMAN & FRIEDMAN CAPITAL PARTNERS IX (PARALLEL), L.P. | Foreign Entity | H&F EDITION HOLDINGS, L.P. (CAYMAN) | LIMITED PARTNER | 06/2021 | 25-50% |