Center Coast Capital Advisors, LP (Houston)

Name: Center Coast Capital Advisors, LP
Address: 1600 Smith Street, Houston, TX, 77002
Telephone: (713) 759-1400

Center Coast Capital Advisors, LP is a large advisory firm based in Houston. It manages $4.09 billion of regulatory assets for 1,124 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Center Coast Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Center Coast Capital Advisors: assets under management

The assets under management (AUM) of Center Coast Capital Advisors, LP is $4.09 billion. The firm's AUM has grown by 9831% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.03 billion in discretionary accounts and $53.33 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.16 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $346.28 thousand.

Center Coast Capital Advisors has custody of $77.62 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Center Coast Capital Advisors, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Center Coast Capital Advisors, LP

The company employs 12 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Center Coast Capital Advisors Gp	General partner	1 Apr 2007	Other	20-8780214
Darrell Lane Horn	Portfolio manager	1 Apr 2007	Other	1654100
Steven Wayne Sansom	Portfolio manager	1 Apr 2007	Other	2164085
Jimmy Harper Cavin	Chief compliance officer	1 Apr 2007	Other	5083845
Llc The Green Square Group	Limited partner	1 Apr 2007	50% - 75%	20-1781628
Robert Taylor Chisholm	Senior portfolio manager	1 May 2007	Other	5181071
Jairl Dennis Moss	Chief compliance officer	1 Jan 2009	Other	5651631
Richard Aloysius Finch	Chief compliance officer	1 Dec 2009	Other	5740372
Llc Chisholm Family Interests	Limited partner	1 Sep 2011	Other	45-3135340
Llc Center Coast Capital Holdings	Limited partner	1 Sep 2012	75% - 100%	20-8780131
Jesse Charles Isensee	Director of trading	1 Oct 2012	Other	5701289
Rachel E Hollowell	Director of operations	1 Oct 2012	Other	6300332
William Herbert Bauch	Chief financial officer and chief compliance officer	1 Nov 2012	Other	2198576
Jeffrey Jorgensen	Senior vice president and director of research	1 Mar 2014	Other	5788307
Jeffrey Allyn Jorgensen	Senior vice president and director of research	1 Mar 2014	Other	5788307

Indirect Owners

The SEC currently registers 7 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Darrell Lane Horn	Owner	1 Sep 2004	50% - 75%	1654100
Steven Wayne Sansom	Owner	1 Sep 2004	50% - 75%	2164085
Llc Three C Investments	Member	1 Apr 2007	25% - 50%	26-0160253
Dan Curtis Tutcher	Owner	1 Apr 2007	75% - 100%	5341953
Llc Green Square Group	Member	1 Apr 2007	25% - 50%	20-1781628
Robert Taylor Chisholm	Member	1 Aug 2011	75% - 100%	5181071
Llc Chisholm Family Interests	Member	1 Sep 2012	25% - 50%	45-3135340

Based in Houston

The principal office where Center Coast Capital Advisors, LP performs its advisory services is located at 1600 Smith Street, Houston, TX 77002, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (713) 759-1400 or by fax (713) 759-1401. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at centercoastcap.com.