WM
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William Mcmullen

9 Years of Experience
Houston, TX

William Mcmullen is a registered investment advisor at Bayou City Energy, based in Houston, TX, with 9 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
14 clients
Average Client Portfolio
$107.5M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$1.5M
Investment management only (planning not offered)

BCEM advises private funds and charges a management fee, generally 2% per year. The management fee is calculated based on committed capital during the investment period, and then on the cost basis of portfolio investments. Investors in affiliated funds do not pay management fees. BCEM may also receive carried interest, which is a share of the profits from the funds' investments.

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Location

2229 San Felipe Street, Suite 1075, Houston, TX, 77019

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

William is a managing partner at Bayou City Energy Partners, a private equity firm, since 2014. He dedicates minimal time to this activity.

Employment History
Current Registrations
Bayou City Energy
May 2016 - Present · 10 yrs
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.