E & G ADVISORS, LP
Adviser information for E & G ADVISORS, LP last updated from Form ADV on March 8th, 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 | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 724 | $505.3M |
| Non-Discretionary | 9 | $13.9M |
| Total | 733 | $519.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 190 | $58.5M |
| HNW Individuals | 118 | $410.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 14 | $17.0M |
| Charitable organizations | <5 | $10.6M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 6 | $22.8M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-79699 |
|---|---|
| SEC ERA File Number | 801-79699 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 130550 |
| Legal Entity Identifier | None |
Principal Office
2000 WEST LOOP SOUTHSUITE 2011
HOUSTON
TX
United States
Monday - Friday, 8:30 - 5:00
Tel: 713-880-5819, Fax: None
Websites
Chief Compliance Officer
ADAM GRACELY
LIMITED PARTNER/CCO
2000 WEST LOOP SOUTH
SUITE 2011
HOUSTON
TX
United States
Tel:
713-880-3533
Fax:
713-880-9198
A***********@****************M
(Full email address available in API data)
Regulatory Contact
MICHAEL KOCH
CONSULTANT
2000 WEST LOOP SOUTH
SUITE 2011
HOUSTON
TX
United States
Tel:
2817283167
M******@****************T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| EASLEY, MARK, EMORY | Individual | – | LIMITED PARTNER/CEO | 10/2012 | 50-75% |
| E&G ADVISORS I, LLC | Domestic Entity | – | GENERAL PARTNER | 12/2003 | < 5% |
| GRACELY, ADAM, G | Individual | – | LIMITED PARTNER/CHIEF COMPLIANCE OFFICER | 10/2012 | 25-50% |