Helios Energy Services I LP is a large advisory firm based in Dallas. It manages $103.5 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Texas.
Helios Energy Services I provides portfolio management for individuals and small businesses, 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.
The assets under management (AUM) of Helios Energy Services I LP is $103.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% 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 Helios Energy Services I 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.
R. Bruce Thompson has been acting as President since 1 Sep 2002. F. Charles Vickers joined the executive team most recently as the Trustee.
The principal office where Helios Energy Services I LP performs its advisory services is located at 5910 North Central Expressway, Dallas, TX 75206, 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 214-750-1522 or by fax 214-750-1027. The normal business hours are 9-5 central time on Monday - Friday.