0001733756-20-000004.txt : 20200929
0001733756-20-000004.hdr.sgml : 20200929
20200929091036
ACCESSION NUMBER: 0001733756-20-000004
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
MASTERSON,DREW,KENNEDY,
FILED AS OF DATE: 20200928
DATE AS OF CHANGE: 20200929
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-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-05417
FILM NUMBER: 201206684
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-I/A
1
primary_doc.xml
MA-I/A
0001733756
XXXXXXXX
Chris McManus
973-618-9507
cmcmanus@alternativereg.com
cmcmanus@alternativereg.com
Y
N
Drew
Kennedy
Masterson
1421404
N
1
0001733756
Masterson Advisors LLC
Masterson Advisors
03-12-2018
N
867-02338
LOCATED
SUPERVISED
03-12-2018
3 Greenway Plaza
Suite 1100
HOUSTON
TX
77046
03-2018
MASTERSON ADVISORS LLC
HOUSTON
TX
77046
Y
N
CEO / Member
01-2016
03-2018
HILLTOP SECURITIES
HOUSTON
TX
77024
Y
Y
Banker
02-1996
01-2016
FIRST SOUTHWEST COMPANY
HOUSTON
TX
77024
Y
Y
Banker
Y
01-2015
Community Loan Center of Greater Houston
5445 Almeda Road
HOUSTON
TX
77004
N
N
Charitable - Micro Lender
Vice President, Board
3
Board Meetings
01-2003
Neighborhood Recovery CDC
5445 Almeda Road
HOUSTON
TX
77004
N
N
Charitable - Community Development
Vice President, Board
3
Board Meetings
11-2016
Drew K Masterson Family Trust
42 Patti Lynn Lane
Houston
TX
77024
N
N
Family investment trust
Trustee
2
A trust set up with separate property for the benefit of our children
11-2018
Margaret S Masterson Trust
42 Patti Lynn lane
Houston
TX
77024
N
N
Collects and disburses family oil royalties
Trustee
3
Bookkeeping, correspondence etc.
06-1986
MASTERSON MORELAND SAUER WHISMAN, INC.
1021 Main Street
Houston
TX
77002
N
N
Dormant Entity
Stockholder
2
Stockholder
01-2020
City of Houston Investment Committee
901 Bagby
Houston
TX
77002
N
Y
Advisory committee of the City of Houston to review investment portfolio
Committee Member
1
Review quarterly investment report and investment policy for City
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
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
09-28-2020
Kim McManus
President of ARS