SourcingSourcing

AETHON ENERGY MANAGEMENT LLC

C27
CRD 173136·SEC 801-80612·DALLAS, TX
AUM
$700.1M
$500M-$1B
Est. Revenue
$7.0M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$16.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AETHON ENERGY MANAGEMENT LLC
CRD
173136
SEC file #
801-80612
EIN
—
DBA names
Aethon Energy Management

Economics

AUM
$700.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$424.3M → $700.1M▲ +65%
Client mix
Pooled Investment Vehicles5

Operations

Employees (total)
198
Advisory staff (per ADV)
14
Advisory staff (5-yr trend)
'20'26
10 advisors → 14 advisors▲ +40%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/aethon-energy(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HUDDLESTON, GORDON, BUNKER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HUDDLESTON, GORDON, BUNKER
MCGRATTY, CLAYTON, FRANCIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:aethonenergy.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Folio Institutional2
Full
Jpmorgan8
E*trade4
Folio Institutional3
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6407273
Trust Company Affiliate
No

People (2)

2
HUDDLESTON, GORDON, BUNKER
Direct Owner · 87.5%
6407273
MCGRATTY, CLAYTON, FRANCIS
Executive Officer · 2.5%
7659916