Usf Alternative Services, LLC (Houston)

Name: Usf Alternative Services, LLC
Address: 11 Greenway Plaza, Houston, TX, 77046
Telephone: 713-341-4700

Usf Alternative Services, LLC is a pension cosultant based in Houston. It manages $17.04 million of regulatory assets for 42 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, Colorado, and 11 other states.

Usf Alternative Services provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Usf Alternative Services: assets under management

The assets under management (AUM) of Usf Alternative Services, LLC is $17.04 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $17.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $405.79 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Usf Alternative Services, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Usf Alternative Services, LLC

Elliot Sol Weissbluth has been acting as President since 1 May 2005. John Kenneth Bruno joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Matthew Mark Reynolds	Chief compliance officer	1 May 2005	Other	4077413
Elliot Sol Weissbluth	President	1 May 2005	Other	4507503
L.P. U.S. Fiduciary	Owner	1 May 2005	75% - 100%	86-1087044
Steven Jay Graubart	Managing member	1 May 2005	Other	4641822
Inc. U.S. Fiduciary	Owner	1 May 2005	75% - 100%	86-1087044
Rita Carol Defloreo	Chief compliance officer	1 Apr 2007	Other	1655762
Vernon Keith Roberts	Chief compliance officer	1 Aug 2007	Other	1196897
Robert Marshall Drake	President & chief operations officer	1 Aug 2007	Other	708570
Jeffery Scott Sills	Senior vice president, divisional officer	1 Aug 2007	Other	1698223
Raymond Joseph Miller	Vice president, operations	1 Sep 2007	Other	856248
John Kenneth Bruno	Chief compliance officer	1 Aug 2008	Other	2854977

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Steven Jay Graubart	Owner	1 Feb 2004	75% - 100%	4641822

Based in Houston

The principal office where Usf Alternative Services, LLC performs its advisory services is located at 11 Greenway Plaza, Houston, TX 77046, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-341-4700 or by fax 713-341-4799. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.usfiduciary.com.