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| Happy Holidays!! thanks for using AUM13F!! |
| Sequent Asset Management LLC
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| CRD # | 148194 |
| SEC # | 801-69523 |
| CIK # | 0001509550, 0001534691 |
| AUM | $972.7 M (2025-03-27) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 713-467-0008 |
| Address | 952 Echo Lane, Suite 312 Houston, TX 77024 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 4.4 | ||
| Schlumberger Ltd /NV/ | 3.1 | ||
| Exxon Mobil Corp | 1.5 | ||
| Entergy Corp /DE/ | 1.4 | ||
| Caterpillar Inc | 1.4 | ||
| Home Depot Inc | 1.2 | ||
| Chesapeake Energy Corp | 1.2 | ||
| Healthcare Trust of America Inc | 1.0 | ||
| Microsoft Corp | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 3.3 |
| (b) Individuals (high net worth individuals) | 602 | 859.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 51 | 109.8 |
| (n) Other | 0 | 0.0 |
| Total | 691 | 972.7 |
| By Discretionary | ||
| Discretionary | 691 | 972.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 691 | 972.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 972.7 | |
| Total | 691 | 972.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001509550] | |
| 13F-HR | [0001534691] |
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