Ofs Energy Fund, LLC

Ofs Energy Fund, LLC (CRD# 160490) is a financial advisory firm headquartered in Houston, TX. They manage $261,022,498 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    261
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $21,751,875
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Ofs Energy Fund, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charles R. Bartley
CRD#: 6368906
6363 Woodway Dr, Suite 900, Houston, TX 77057
88
Wealthminder
score

Charles Bartley (CRD# 6368906) is an Investment Advisor Representative working at Ofs Energy Fund, LLC in Houston, TX and has over 2 years of experience in the finance industry.

2
Jeffrey A. May
CRD#: 6365907
6363 Woodway Dr, Suite 900, Houston, TX 77057
88
Wealthminder
score

Jeffrey May (CRD# 6365907) is an Investment Advisor Representative working at Ofs Energy Fund, LLC in Houston, TX and has 1 year of experience in the finance industry.

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