0001733756-24-000005.txt : 20240329
0001733756-24-000005.hdr.sgml : 20240329
20240329130828
ACCESSION NUMBER: 0001733756-24-000005
CONFORMED SUBMISSION TYPE: MA-A
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240328
DATE AS OF CHANGE: 20240329
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Masterson Advisors LLC
CENTRAL INDEX KEY: 0001733756
ORGANIZATION NAME:
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: 24803267
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
Christopher McManus
973-618-9506
cmcmanus@alternativereg.com
cmcmanus@alternativereg.com
12-31-2023
Y
Masterson Advisors LLC
Masterson Advisors
82-4640889
867-02338
3 Greenway Plaza
Suite 1100
HOUSTON
TX
77046
713-814-0550
Add
3102 Maple Avenue
Suite 225
Dallas
TX
75201
214-953-9353
Add
646-483-4941
Add
917-545-2864
Add
914-262-4992
N
www.mastersonadvisors.com
Anthea
Wills
Moran
CCO / Managing Director
3 Greenway Plaza
Suite 1100
HOUSTON
TX
77046
713-814-0550
Anthea.Moran@MastersonAdvisors.com
Drew
Kennedy
Masterson
CEO / Managing Director
3 Greenway Plaza
Suite 1100
HOUSTON
TX
77046
713-814-0550
Drew.Masterson@MastersonAdvisors.com
Add
Dallas
3102 Maple Avenue
Suite 225
Dallas
TX
75201
713-814-0550
Contracts and Client Deal Files
Add
Canton
646-483-4941
Client files
Add
Naples
917-545-2864
Client Files
December
TX
03-01-2018
N
23
23
0
0
0
476
Municipal Entities
Non-profit organizations
Corporations or other businesses
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 ME Other 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
The annual MA-A update for fiscal year ending 12-31-21 brings all firm information up to date as of 3-30-22.
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 / Managing Director
03-01-2018
B
Y
1421404
Anthea
Wills
Moran
CCO / Managing Director
01-01-2019
A
Y
2862505
Julie
Jo
Peak
Managing Director
04-13-2018
B
N
1104486
Deborah
Lynch
Shelton
Managing Director
04-13-2018
A
N
4605114
Warren
Pinckney
Cash
CFO / Managing Director
09-04-2018
A
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
Spencer
Craig
Day
Vice President
09-04-2018
NA
N
5667891
David
Robert
Brayshaw
Managing Director
11-05-2018
NA
N
2226869
Steven
Jay
Kantor
Managing Director
01-01-2023
NA
N
4780468
Kayla
MacEwen
Sanford
Director
03-01-2023
NA
N
5357979
Chase
Elizabeth
Eastland
Vice President
01-01-2023
NA
N
6668575
Drew
Kennedy
Masterson
CEO / Managing Director
03-01-2018
B
Y
1421404
Anthea
Wills
Moran
CCO / Managing Director
01-01-2019
A
Y
2862505
Julie
Jo
Peak
Managing Director
04-13-2018
B
N
1104486
Deborah
Lynch
Shelton
Managing Director
04-13-2018
A
N
4605114
Warren
Pinckney
Cash
CFO / Managing Director
09-04-2018
A
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
Spencer
Craig
Day
Vice President
09-04-2018
NA
N
5667891
David
Robert
Brayshaw
Managing Director
11-05-2018
NA
N
2226869
Steven
Jay
Kantor
Managing Director
01-01-2023
NA
N
4780468
Kayla
MacEwen
Sanford
Director
03-01-2023
NA
N
5357979
Chase
Elizabeth
Eastland
Vice President
01-01-2023
NA
N
6668575
Drew Masterson
Drew Masterson
Managing Director
03-28-2024
N
N
Y
N
N
N
N
Y
N
N
Y
N
N
N
N
N
N
N
N
N
N