Dale Oil & Gas Partners, LLC is a large advisory firm based in Dallas. It manages $280.28 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2013.
Dale Oil & Gas Partners provides 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.
The assets under management (AUM) of Dale Oil & Gas Partners, LLC is $280.28 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Dale Oil & Gas Partners, LLC 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.
Brandon W Buford has been acting as President since 1 Feb 2012. Mike James Hebert joined the executive team most recently as the Chief Compliance Officer.
The principal office where Dale Oil & Gas Partners, LLC performs its advisory services is located at 2100 Ross Avenue Suite 1870 Lb 9, Dallas, TX 75201, 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 214-979-9010 or by fax 214-969-9394. The normal business hours are 8 am - 5 pm on Monday - Friday.