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