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Jill Wertheimer Lampert

NGP ENERGY CAPITAL MANAGEMENT, LLC·DALLAS, Texas
Clean recordNGP ENERGY CAPITAL MANAGEMENT, LLC
2850 N. HARWOOD STREET, 19TH FLOOR, DALLAS, TX 75201CRD# 6022644Firm CRD# 160729

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jill Wertheimer Lampert · DALLAS, TX
Registration
CRD #6022644 · NGP ENERGY CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jill Wertheimer Lampert is a registered financial advisor based in DALLAS, Texas, affiliated with NGP ENERGY CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
NGP ENERGY CAPITAL MANAGEMENT, LLC
NGP
AUM
$11.3B
Regulatory assets under management
Employees
54
Total firm employees
View all advisors at NGP ENERGY CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6022644
Firm CRD# 160729
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jill Wertheimer Lampert offer?
Jill Wertheimer Lampert specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Jill Wertheimer Lampert's credentials?
Jill Wertheimer Lampert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jill Wertheimer Lampert located?
Jill Wertheimer Lampert is based in DALLAS, Texas, working with NGP ENERGY CAPITAL MANAGEMENT, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Jill Wertheimer Lampert charge for services?
Jill Wertheimer Lampert's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NGP ENERGY CAPITAL MANAGEMENT, LLC?
NGP ENERGY CAPITAL MANAGEMENT, LLC has approximately 54 employees and manages $11.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NGP ENERGY CAPITAL MANAGEMENT, LLC

Craig Schuyler Glick
DALLAS, TX
Christopher George Carter
DALLAS, TX
David Robinson Tubb
DALLAS, TX
Nelson Alfredo Rolong
DALLAS, TX
Anthony Richard Weber
DALLAS, TX
Christopher Dean Ray
IRVING, TX

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Research
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