Money Manager Review 
Info History Assets Professionals Personnel Product
Print PDF    Print  Close Window
 

Chickasaw Capital Management, LLC

6075 Poplar Ave., Suite 720
Memphis, Tennessee 38119
United States
 
Contact :      Omni Team
Phone :       901-537-1866
Fax :             901-537-1890
Email :         chickasaw@evestment.com
Web :           http://chickasawcap.com

Chickasaw Capital Management, LLC Information

Type of organization : Limited Liability Company
Total Assets Managed ($Mil) : $3,472
Tax-Exempt Managed ($Mil) : $1,206
Taxable Assets Managed ($Mil) : $2,267
Year Founded : 2006
Wrap Programs Offered? : No
# of Accounts Managed : 836
In-House Research : 90 %
Carries liability insurance? : Yes
Errors & Omission Insurance? : Yes
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

Chickasaw Capital Management, LLC History

Chickasaw Capital Management, LLC (“CCM”) is a leading MLP investment manager serving institutional investors, financial organizations and high net-worth individuals that is 100% employee owned and operated. The leaders of our investment team average over 22 years of MLP investing experience which we believe is the most in the U.S. Our leadership presence since the early days of the MLP structure has allowed us to play a direct role in the evolution of the MLP market - including influential involvement in MLP IPOs and innovative capital funding techniques. We are committed to delivering strong investment results and attentive client service to our investors and financial partners. The firm was founded in 2003 by Geoffrey P. Mavar and Matthew G. Mead. In 2005, Robert M.T. Walker joined and became a Principal in 2013. David N. Fleischer joined in 2006 as a Principal. Fleischer led the earliest organized effort on Wall Street focusing on MLPs beginning in the early 1990s and worked closely with Mavar and Mead in managing MLP portfolios during that period. The MLP investment team is made up of Mavar, Mead, Fleischer, and Walker. Mavar, Mead & Fleischer serve as portfolio managers (“PMs”) and Walker serves as Director of Research. The firm is managed by Mavar, Mead, and Debra A. McAdoo. Our portfolio managers average over 22 years of MLP investing experience, which we believe is the most in the U.S. Our leadership presence since the early days of the MLP structure has allowed us to play a direct role in the evolution of the MLP market - including influential involvement in MLP IPOs and innovative capital funding techniques. Our depth of industry knowledge, time-tested investment process and our longstanding relationships with MLP management teams are key distinguishing strengths of our firm. We have educated hundreds of investors and wrote Master Limited Partnerships: The Handbook of Infrastructure Investing, Michael D. Underhill, Editor. (2010). John Wiley & Sons, Inc

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
 
Limited Partnership :
 
Foundations :
ERISA :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : 8 Analysts : 4
Portfolio Managers : 4 Traders : 2
Client Service : 8 Operation : 6

Chickasaw Capital Management, LLC Personnel

Ms.  Rebecca Fowler

Data Preparer
Tel : 866.922.8733
Email: rfowler@thompsonim.com

Mr.  Jim Johnstone

Vice President
Tel : 901-537-1866
Email: jim.johnstone@chickasawcap.com
Jim is a Managing Director at Chickasaw Capital Management, LLC focused on Institutional Sales. Mr. Johnstone most recently was Vice President of Institutional Marketing for Janus Capital Group. Jim's expertise includes all facets of relationships with qualified retirement plans, foundations, endowments, high net worth individuals, and Taft-Hartley plans. He has over sixteen years of senior level sales experience within the institutional asset management industry including tenures at PIMCO and Fidelity Investments. Jim graduated with a B.S. in Economics from Florida State University in 1987.

Mr.  Geoffrey Mavar

Portfolio Manager
Tel : 901-537-1866
Email: geoffrey.mavar@chickasawcap.com
Geoffrey is a Principal and co-founder at Chickasaw Capital Management, LLC. He began his investment career at Goldman Sachs & Co. where he served for 11 years and was a Vice President. Geoffrey gained experience in investment management, portfolio construction, risk management, institutional trading, hedging, program trading, and mentoring younger associates. He has advised institutions and families with substantial wealth throughout his career and began managing portfolios including MLP assets on a discretionary basis during his tenure at Goldman Sachs. Geoffrey graduated with a B.A. from The University of Mississippi in 1984. He received an MBA in Finance from the Owen Graduate School of Management at Vanderbilt University in 1990, and served on the Alumni Board of Directors of the Business School from 1999 to April 2007.

Mr.  Matthew Mead

Portfolio Manager
Tel : 901-537-1866
Email: matthew.mead@chichasawcap.com
Matt is a Principal and co-founder at Chickasaw Capital Management, LLC. He began his investment career at Goldman Sachs & Co. where he served for 9 years and was a Vice President. Matt has advised institutions and families with substantial wealth throughout his career and began managing portfolios including MLP assets on a discretionary basis during his tenure at Goldman Sachs. He has diverse investment experience across public and private equity, fixed income, and derivative markets. Matt received his B.S. from Birmingham-Southern College in 1990, double majoring in Economics and Finance. He received an MBA from the Fuqua School of Business, Duke University in 1992. He has been a member of the Board of Directors of Oakworth Capital Bank since 2008.

Mr.  David Fleischer

Portfolio Manager
Tel : 901-537-1866
Email: david.fleischer@chickasawcap.com
David is a Principal at Chickasaw Capital Management, LLC. He most recently was a Managing Director at Kayne Anderson Capital Advisors, LP, serving as a portfolio manager for their alternative investment fund and closed-end fund assets, which exceeded $1 billion. David was a Managing Director at Goldman Sachs & Co., serving on its Investment Policy and Stock Selection Committees for over 10 years and was the business unit leader for the firm’s energy research. He was responsible for investment research of MLPs, natural gas companies and gas utilities, and was an Institutional Investor ranked analyst for 16 consecutive years in natural gas. David graduated from the University of Pennsylvania with a B.A. in Economics in 1970. He received an MBA from The Wharton School of the University of Pennsylvania in 1976. David served four years active duty in the U.S. Navy, attaining the rank of Lieutenant Commander. He is a Chartered Financial Analyst.

Mr.  Robert Walker

Researcher/Analyst
Tel : 901-537-1866
Email: robert.walker@chickasawcap.com
Robert is a Principal at Chickasaw Capital Management, LLC where he leads the firm's research efforts. He started his investment management career with Haas, Incorporated, a family office in Memphis. He most recently was a Research Analyst with Trinity Capital, an equity hedge fund. Robert received his B.A. from Rhodes College in 1999, with a History major and a Business Administration minor. He received an MBA from the Owen Graduate School of Management, Vanderbilt University in 2005 where he was the Chairman of the Max Adler Student Investment Fund. Robert currently serves as the Class of 2005 representative on the Owen School’s Alumni Council.

Mr.  Bryan Bulawa

Portfolio Manager
Tel : 901-537-1866
Email: bryan.bulawa@chickasawcap.com
Bryan is a Principal at Chickasaw Capital Management, LLC. He was most recently the Chief Financial Officer at Enterprise Products Partners, LP, having joined them in 2007 in the role of Treasurer. He was selected as the top-ranked CFO in the Natural Gas Pipeline and Master Limited Partnership sector by both buy-side and sell-side firms in Institutional Investor’s 2018 survey. Bryan successfully executed over $40 billion of equity and debt financing while maintaining an industry leading low-cost of capital, top-of-sector equity analyst ratings and credit ratings. Bryan was an active deal team member in the $6 billion Oiltanking M&A transaction, resulting in an interim role as Chairman of the Board for Oiltanking GP from October 2014 to February 2015. He served as an active deal team member in all partnership simplification transactions resulting in four publicly traded securities (NYSE listed: EPD/EPE/TPP/DEP) combining into one security and the elimination of Incentive Distribution Rights in 2010. Prior to Enterprise, Bryan enjoyed a career in corporate and investment banking for over a decade at Scotiabank. Bryan received his B.S. in Finance from the University of Wyoming in 1991.

Chickasaw Capital Management, LLC Product Name

Chickasaw MLP SMA:Privately Managed Accounts
Report Created: March,28 2020.  Copyright Money Manager Review , All rights Reserved.
Top

Print  Close Window