Energy Technology Partners, LLC (Washington)

Name: Energy Technology Partners, LLC
Address: 1750 K Street Nw, Washington, DC, 20006
Telephone: 202-536-3920

Energy Technology Partners, LLC is a large advisory firm based in Washington. It manages $137.34 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of District of Columbia.

Energy Technology Partners provides portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Energy Technology Partners: assets under management

The assets under management (AUM) of Energy Technology Partners, LLC is $137.34 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $137.34 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $137.34 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Energy Technology Partners, LLC 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.

What kind of clients Energy Technology Partners serves?

The only and largest group of clients of Energy Technology Partners is pooled investment vehicles with 1 clients and $137.34 million of assets under management. Among the 9 most similar advisory firms, Energy Technology Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $137.34 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Energy Technology Partners also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Energy Technology Partners, LLC

The company employs 6 people that are either part- or full-time employees. 83 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate 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
Philip Joseph Deutch	Chief executive officer and member	1 Sep 2005	75% - 100%	1558873
Rodd Jeffrey Macklin	Chief financial officer	1 Sep 2008	Other	1624952
Rodd Jeffrey Macklin	Chief compliance officer	1 Dec 2011	Other	1624952
Bruce David Schulman	Managing partner	1 Jan 2017	Other	4034849

Based in Washington

The principal office where Energy Technology Partners, LLC performs its advisory services is located at 1750 K Street Nw, Washington, DC 20006, 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 202-536-3920 or by fax 202-536-3921. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at ngpetp.com.