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Suketu Mehta

3 Years of Experience
Dallas, TX

Suketu Mehta is a registered investment advisor at Yaupon Capital Management LP, based in Dallas, TX, with 3 years of industry experience. Suketu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $3.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
7 clients
Average Client Portfolio
$520.7M average
Assets Under Management
$3.6B

Fee Structure

Investment management only (planning not offered)

Yaupon Capital Management manages private funds and charges a quarterly management fee based on the fund's net assets. The management fees range from 1.25% to 2% annually. The Investment Manager may waive or modify the Management Fee for Investors, including, without limitation, those Investors that are members, principals, employees or affiliates of the Investment Manager or the General Partner, relatives of such persons, and for certain large or strategic Investors.

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Location

14555 Dallas Pkwy, Suite 100, Dallas, TX, 75254

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Yaupon Capital Management LP
June 2022 - Present · 3 yrs 11 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.