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Swank Energy Income Advisors, LP (Dallas)


Swank Energy Income Advisors, LP is a large advisory firm based in Dallas. It manages $836.34 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Texas.

Swank Energy Income Advisors provides portfolio management for investment companies and 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.

Swank Energy Income Advisors: assets under management

The assets under management (AUM) of Swank Energy Income Advisors, LP is $836.34 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3883% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $836.34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $59.74 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Swank Energy Income Advisors, LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Jerry Vane Swank Manager 1 May 2002 75% - 100% 710393

Based in Dallas

The principal office where Swank Energy Income Advisors, LP performs its advisory services is located at 8117 Preston Road, Dallas, TX 75225, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 214-692-6334 or by fax 214-219-2353. The normal business hours are 8am-5pm on Monday - Friday.


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