0001733756-20-000001.txt : 20200410 0001733756-20-000001.hdr.sgml : 20200410 20200410080333 ACCESSION NUMBER: 0001733756-20-000001 CONFORMED SUBMISSION TYPE: MA-A PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200318 DATE AS OF CHANGE: 20200410 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Masterson Advisors LLC CENTRAL INDEX KEY: 0001733756 IRS NUMBER: 824640889 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA-A SEC ACT: 1934 Act SEC FILE NUMBER: 867-02338 FILM NUMBER: 20785959 BUSINESS ADDRESS: STREET 1: 3 GREENWAY PLAZA STREET 2: SUITE 1100 CITY: HOUSTON STATE: TX ZIP: 77046 BUSINESS PHONE: 713-814-0550 MAIL ADDRESS: STREET 1: 3 GREENWAY PLAZA STREET 2: SUITE 1100 CITY: HOUSTON STATE: TX ZIP: 77046 MA-A 1 primary_doc.xml MA-A 0001733756 XXXXXXXX Chris McManus 973-618-9507 cmcmanus@alternativereg.com cmcmanus@alternativereg.com 12-31-2019 Y Masterson Advisors LLC Masterson Advisors 82-4640889 867-02338 3 Greenway Plaza Suite 1100 HOUSTON TX 77046 713-814-0550 Delete 5323 Millenia Lakes Blvd Suite 300 Orlando FL 32839 407-734-4031 Add 2626 Cole Avenue Suite 300 Dallas TX 75204 713-814-0550 N www.mastersonadvisors.com Anthea Wills Moran

3 Greenway Plaza Suite 1100 HOUSTON TX 77046

713-814-0550 Anthea.Moran@MastersonAdvisors.com Drew Kennedy Masterson

3 Greenway Plaza Suite 1100 HOUSTON TX 77046

713-814-0550 Drew.Masterson@MastersonAdvisors.com Add Dallas 2626 Cole Avenue Suite 300 Dallas TX 75204 713-814-0550 Contracts and Client Deal Files December TX 03-01-2018 N 18 17 0 0 0 362 Municipal Entities Non-profit organizations 0 0 0 Not Applicable Hourly Charges Fixed Fees Contingent Fees Not Applicable Advice Insurance Of MS Advice Investment Of Proceeds MS Advice ME Investments Advice Guaranteed IC Advice Use Of MD Advice On Selection Other Including but not limited to: Dissemination agent Disclosure reviews Cash redemptions Non-security related financing transactions Liquidity facility replacements Calculation agent services Y 0 N N N N N N N N N N Y N N N N N N N N N N N N N N N N N N N N N N N N N N N N N Drew Kennedy Masterson CEO / Member 03-01-2018 B Y 1421404 Anthea Wills Moran CCO 01-01-2019 B Y 2862505 Julie Jo Peak Managing Director 04-13-2018 B N 1104486 Deborah Lynch Shelton Managing Director 04-13-2018 B N 4605114 Warren Pinckney Cash Managing Director & Principal 09-04-2018 B Y 4510223 Gregory Thomas Lentz Director 04-13-2018 NA N 5548814 Christine Crotwell Lukin Director 04-13-2018 NA N 5061072 Tina Arias Peterman Director 09-09-2018 NA N 2690359 Jonathan Scott Church Vice President 04-13-2018 NA N 6015140 Kristin Garcia Blomquist Vice President 04-03-2018 NA N 5670721 Edward Daniel Stull Managing Director 07-05-2018 NA N 3129194 Drew Kennedy Masterson CEO / Member 03-01-2018 B Y 1421404 Anthea Wills Moran CCO 01-01-2019 B Y 2862505 Julie Jo Peak Managing Director 04-13-2018 B N 1104486 Deborah Lynch Shelton Managing Director 04-13-2018 B N 4605114 Warren Pinckney Cash Managing Director & Principal 09-04-2018 B Y 4510223 Gregory Thomas Lentz Director 04-13-2018 NA N 5548814 Christine Crotwell Lukin Director 04-13-2018 NA N 5061072 Tina Arias Peterman Director 09-09-2018 NA N 2690359 Jonathan Scott Church Vice President 04-13-2018 NA N 6015140 Kristin Garcia Blomquist Vice President 04-03-2018 NA N 5670721 Delete Edward Daniel Stull Managing Director 07-05-2018 NA N 3129194 NewAdd Spencer Craig Day Vice President 09-04-2018 NA N 5667891 Drew Masterson Drew Masterson CEO / Member 03-18-2020 N N Y N N N N Y N N Y N N N N N N N N N N