SEQUENT ASSET Overview

Sequent Asset Management Llc is an investment advisor that manages 538.8 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/10 to 09/30/16. The fund's latest filing disclosed 155MM in positions, representing 29% of the manager's regulatory AUM.

SEQUENT ASSET StockAlpha

-0.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SEQUENT ASSET Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SLB 17.25% Energy 8.05% 0.08% 0 27%
OEF 3.2% ETF 3.59% -0.02% 0 4%
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FEATURED IN
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SEQUENT ASSET Founders and Key Employees

Name Title In Position Since
David M. Doll Founder And Chief Executive Officer July-2008
Timothy S. Hartzell Founder/Chief Investment Officer And Chief Compliance Officer July-2008

SEQUENT ASSET Brokers, Custodians, Auditors and Administrators

Type Company

SEQUENT ASSET Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Analysis. As a comprehensive multi‐family office, we dedicate ourselves to providing custom tailored and client specific solutions for our c l i e n t families. We help families to focus on maximizing and balancing personal and corporate investments and developing replacement cash flow and liquidity. This individualized approach entails both a “bottoms up” approach to understanding a family’s financial situation and risk tolerances, and a “top down” approach of assessing investment alternatives. The investment assessment starts with the investment environment – demographics, technological, political and geopolitical factors – and progresses into analysis of investment types and securities.


Our Investment Strategies. We offer several investment strategies to client families and in doing so may invest in a wide range of sec...
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SEQUENT ASSET Portfolio Concentration

SEQUENT ASSET Location

952 ECHO LANE, SUITE 115
HOUSTON, Texas
UNITED STATES, 77024

SEQUENT ASSET Contact Information

Phone Number: 713-467-0008
Fax Number: 713-467-0081
Website:

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