AEC HOLDINGS, L.P.
Adviser information for AEC HOLDINGS, L.P. last updated from Form ADV on March 25th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-118721 |
|---|---|
| SEC ERA File Number | 802-118721 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 288791 |
| Legal Entity Identifier | None |
Principal Office
2701 KIRBY DRHOUSTON
TX
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 713-328-1099, Fax: 713-328-1097
Websites
Chief Compliance Officer
JEFF GUNST
PARTNER
2701 KIRBY DR
HOUSTON
TX
United States
Tel:
7133281099
Fax:
713-328-1097
G****@**************M
(Full email address available in API data)
Industry Affiliates
| AEC PARTNERS GP, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| AEC PARTNERS GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| JTS CAPITAL GROUP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| AEC PARTNERS (OFFSHORE), L.P. | Private Equity Fund | $4.2M | $0.1M | 2 |
| AEC PARTNERS, LP | Private Equity Fund | $125.1M | $0.1M | 41 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WEBSTER, STEVEN, ALAN | Individual | – | LIMITED PARTNER, MANAGING PARTNER AND CHIEF EXECUTIVE OFFICER OF AEC HOLDINGS, L.P. | 05/2017 | > 75% |
| AEC HOLDINGS GP, LLC | Domestic Entity | – | SENIOR MANAGING MEMBER AND GENERAL PARTNER OF AEC HOLDINGS, L.P. | 05/2017 | < 5% |
| GUNST, JEFFREY, PHILLIP | Individual | – | LIMITED PARTNER, AEC HOLDINGS, L.P. | 05/2017 | < 5% |
| TURBIDY, TREVOR, MARTIN | Individual | – | LIMITED PARTNER, AEC HOLDINGS, L.P. | 05/2017 | < 5% |
| EVANS, GREGORY, FRANCIS | Individual | – | LIMITED PARTNER, AEC HOLDINGS, L.P. | 05/2017 | < 5% |
| WEBSTER, STEVEN, ALAN | Individual | AEC HOLDINGS GP, LLC | MANAGER | 05/2017 | 25-50% |
| EVANS, GREGORY, FRANCIS | Individual | AEC HOLDINGS GP, LLC | MANAGER | 05/2017 | 25-50% |
| TURBIDY, TREVOR, MARTIN | Individual | AEC HOLDINGS GP, LLC | MANAGER | 05/2017 | 25-50% |
| GUNST, JEFFREY, PHILLIP | Individual | AEC HOLDINGS GP, LLC | MANAGER | 05/2017 | 25-50% |
| WHALING, RICHARD, GRAHAM | Individual | – | LIMITED PARTNER, AEC HOLDINGS, L.P. | 01/2020 | < 5% |