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 09/30/20. The fund's latest filing disclosed 138MM in positions, representing 26% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 09/30/20. The fund's latest filing disclosed 138MM in positions, representing 26% of the manager's regulatory AUM.
SEQUENT ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SEQUENT ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| XLK | 9.67% | ETF | 5.11% | -0.44% | 0 | 9% | ||
| VOO | 4.58% | ETF | 8.61% | -0.01% | 0 | 10% | ||
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FEATURED IN
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...
Unlock Full Investment Process Description
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...
Unlock Full Investment Process Description
SEQUENT ASSET Portfolio Concentration
SEQUENT ASSET Location
952 ECHO LANE, SUITE 115
HOUSTON, Texas
UNITED STATES, 77024
HOUSTON, Texas
UNITED STATES, 77024
SEQUENT ASSET Contact Information
Phone Number: 713-467-0008
Fax Number: 713-467-0081
Website: http://www.sequentasset.com
Fax Number: 713-467-0081
Website: http://www.sequentasset.com
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