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
CCO
3 Greenway Plaza
Suite 1100
HOUSTON
TX
77046
713-814-0550
Anthea.Moran@MastersonAdvisors.com
Drew
Kennedy
Masterson
CEO / Member
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