AETHON ENERGY MANAGEMENT
AETHON ENERGY MANAGEMENT LLC Legal Name
Adviser information for AETHON ENERGY MANAGEMENT last updated from Form ADV on March 30th, 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 189 |
|---|---|
| Investment Advisory/Research | 7 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 5 | $790.5M |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $790.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 5 | $790.5M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesASSET MANAGEMENT AND OPERATIONS FOR PORTFOLIO INVESTMENTS |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-80612 |
|---|---|
| SEC ERA File Number | 801-80612 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 173136 |
| Legal Entity Identifier | None |
Principal Office
12377 MERIT DRIVESUITE 1200
DALLAS
TX
United States
Monday - Friday, 8:00AM - 5:30PM
Tel: 214-750-3820, Fax: None
Chief Compliance Officer
CLAYTON MCGRATTY
CHIEF ADMINISTRATIVE OFFICER
12377 MERIT DRIVE
SUITE 1200
DALLAS
TX
United States
Tel:
214-890-3607
Fax:
214-750-1526
C********@***************M
(Full email address available in API data)
Industry Affiliates
| AETHON UNITED BR GP LLC | Sponsor or syndicator of limited partnershipsSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AETHON II-A CI-I AG LP | Private Equity Fund | $101.6M | $1.0M | 20 |
| AETHON II-A CI-II AG LP | Private Equity Fund | $228.5M | $1.0M | 8 |
| AETHON II-A LP | Private Equity Fund | $194.9M | $1.0M | 30 |
| AETHON II-C LP | Private Equity Fund | $132.3M | $1.0M | 1 |
| AETHON III-A LP | Private Equity Fund | $133.1M | $0.0M | 13 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HUDDLESTON, GORDON, BUNKER | Individual | – | MANAGING MEMBER & PARTNER | 10/2014 | > 75% |
| MCCLURE, DONNIE, RAY | Individual | – | CHIEF FINANCIAL OFFICER | 08/2015 | < 5% |
| HUDDLESTON, ALBERT, DEBOISE | Individual | – | PARTNER | 10/2014 | < 5% |
| MCGRATTY, CLAYTON, FRANCIS | Individual | – | CHIEF ADMINISTRATIVE OFFICER & CHIEF COMPLIANCE OFFICER | 11/2022 | < 5% |
| Passman, Andrea, Dulcy | Individual | – | CHIEF OPERATING OFFICER | 08/2023 | < 5% |
| Lyles, Kathryn, Walker | Individual | – | GENERAL COUNSEL | 08/2023 | < 5% |