9AT: SIMMONS L E & ASSOCIATES INC

other names

SIMMONS L E & ASSOCIATES INC
SCF PARTNERS
SCF PARTNERS, INC.

Adviser Profile

As of Date	03/28/2025
ADV Location	HOUSTON, TX, United States
Adviser Type - Large advisory firm
Number of Employees	23 15%
of those in investment advisory functions	14
Registration	SEC, Approved, 05/25/1995
Other registrations (1)	Texas, Terminated, 03/01/2007

AUM^*	2,353,427,664 27%
of that, discretionary	2,353,427,664 27%
Private Fund GAV^*	2,353,427,664 13%
Avg Account Size	392,237,944 48%
SMA’s	No
Private Funds	6 2
Contact Info	713 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count6	GAV$2,353,427,664

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser 3I CORPORATION	Hedge Fund-	Liquidity Fund-	Private Equity Fund544.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV544.3m	AUM2.6b	#Funds13
Adviser ARROYO ENERGY INVESTMENT PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.6b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.6b	AUM2.6b	#Funds13
Adviser SOLUM PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.5b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.5b	AUM1.7b	#Funds10
Adviser FC CAPITAL MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.3b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.3b	AUM1.9b	#Funds8
Adviser CONSONANCE CAPITAL PARTNERS, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.5b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.5b	AUM2.5b	#Funds12
Adviser HIGHPEAK ENERGY MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.2b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.2b	AUM1.2b	#Funds2
Adviser AEA INVESTORS SBF LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.4b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.4b	AUM3.4b	#Funds8
Adviser FITZWALTER CAPITAL (US) LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund3.1b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV3.1b	AUM3.1b	#Funds8
Adviser NEXPHASE CAPITAL, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.1b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.1b	AUM2.2b	#Funds9
Adviser MARTIS CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund2.9b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV2.9b	AUM2.1b	#Funds21

Brochure Summary

Overview

SCF Partners, Inc. was formed on February 7, 1989 and began providing advisory services later that year. Since that time, SCF has provided only investment supervisory services and does not refer to its services as financial planning or some similar service. SCF became a registered investment adviser in 1995. For purposes of this brochure, “SCF” means SCF Partners, Inc., together (where the context permits) with its affiliated general partners of the Funds (as defined below). SCF provides investment supervisory services to investment vehicles (the “Funds”) that are exempt from registration under the Investment Company Act of 1940, as amended (the “1940 Act”) and whose securities are not registered under the Securities Act of 1933, as amended (the “Securities Act”). SCF provides advisory services on equity securities, including mainly privately-held but occasionally exchange-listed securities. It also provides advice on warrants and corporate debt securities (other than commercial paper). The Funds make primarily minority or majority interest equity investments in corporations engaged in the oilfield service and equipment industry (“portfolio companies”). SCF and its personnel identify and evaluate new investment opportunities, negotiate and assist in arranging financing to consummate investments on behalf of the Funds, manage and monitor the performance of such investments and dispose

of such investments. As discussed further in Items 5 and 11, SCF’s personnel or representatives also typically serve as board members of the portfolio companies and assist the portfolio companies in setting strategic and financial goals, implementing compensation systems and identifying and pursuing strategic opportunities. SCF provides investment supervisory services to each Fund in accordance with the limited partnership agreement (or analogous organizational document) of such Fund or separate investment and advisory, investment management or portfolio management agreements (each, an “Advisory Agreement”). SCF considers each Fund as its client and does not tailor its advisory services to meet the individual needs of the particular limited partners in the Fund. However, the organizational or offering documents of the applicable Fund, Advisory Agreements and/or side letter agreements negotiated with investors in the applicable Fund (such documents collectively, a Fund’s “Organizational Documents”) limit the industry in which monies may be invested to the worldwide energy services and equipment industry. SCF does not participate in wrap fee programs. The assets of each fund are managed solely on a discretionary basis. As of December 31, 2023, the amount of client assets managed for all Funds combined totaled $1,995,807,500. SCF Partners, Inc. is principally owned by Laurence E. Simmons.

SIMMONS L E & ASSOCIATES INC

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