Dale Oil & Gas Partners, LLC (Dallas)

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.

Dale Oil & Gas Partners: assets under management

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 firm manages $280.28 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $35.03 million each.

Fees & Commissions

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.

Careers at Dale Oil & Gas Partners, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lawrence B Dale	Manager	1 Feb 2012	Other	6050492
Cody Miller	Manager	1 Feb 2012	Other	6050457
Llc Dale Texas Management	Member	1 Feb 2012	25% - 50%	75-2816998
Llc Dale 2007 Oil & Gas Gp	Member	1 Feb 2012	25% - 50%	26-4657601
Llc Dale 2007 Gp	Member	1 Feb 2012	25% - 50%	26-1150972
Brandon W Buford	Director	1 Feb 2012	Other	6050507
Kyle Michael Koch	Chief compliance officer	1 Mar 2013	Other	1865093
Mike James Hebert	Chief compliance officer	1 Dec 2013	Other	1229298
Stephen Thomas Abney	Manager	1 Dec 2013	Other	4880620

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Lawrence B Dale	Co-trustee	1 May 2007	Other	6050492
Beverley Dale	Co-trustee	1 May 2007	Other	6219453
Dale Living Trust	Member	1 Feb 2012	75% - 100%	xxx-xx-xxxx

Based in Dallas

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.