Caymus Capital Partners, L.P. (The Woodlands)

Caymus Capital Partners, L.P. is a large advisory firm based in The Woodlands. It manages $913.18 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Texas.

Caymus Capital 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.

Caymus Capital Partners: assets under management

The assets under management (AUM) of Caymus Capital Partners, L.P. is $913.18 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1653% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $913.18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $114.15 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Caymus Capital Partners, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Caymus Capital Partners serves?

The only and largest group of clients of Caymus Capital Partners is pooled investment vehicles with 8 clients and $913.18 million of assets under management. Among the 8 most similar advisory firms, Caymus Capital Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $913.18 million for 8 clients. 63% of the firm’s clients are foreign persons or businesses.

Caymus Capital Partners also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Caymus Capital Partners, L.P.

The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Caymus Asset Management	General partner	1 Apr 2001	Other	76-0678126
Gregg Allen Jacobson	Managing partner	1 Jun 2001	25% - 50%	4453638
Kenneth Wolfe Dewey	Limited partner	1 Jun 2001	25% - 50%	2481346
Jack Palmer Randall	Limited partner	1 Jun 2001	25% - 50%	2481351
Charles Andrew Robinson	Director of research, limited partner	1 Jan 2002	25% - 50%	4871511
Morgan Whatley	Chief financial officer / chief compliance officer	1 Feb 2010	Other	5758680
Morgan Lee Whatley	Chief financial officer / chief compliance officer/limited partner	1 Feb 2010	Other	5758680
Charles Andrew Robinson	Director of research	1 May 2015	Other	4871511

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Morgan Whatley	Member	1 May 2015	Other	5758680
Morgan Lee Whatley	Member	1 May 2015	Other	5758680

Based in The Woodlands

The principal office where Caymus Capital Partners, L.P. performs its advisory services is located at 10001 Woodloch Forest Drive, The Woodlands, TX 77380, 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 281-203-5280 or by fax 280-298-7805. The normal business hours are 8:00 - 5:00 on Monday - Friday.