Sequent Asset Management

Sequent Asset Management

Sequent Asset Management was established in 2008 by David Doll, Tim Hartzell and Scott Gaille. The firm delivers wealth management, investment advisory and family office services to business-owning families, executives, trusts and charitable entities across the United States. The firm deploys capital across hedge funds, direct co-investments and fund-of-funds structures. Confirmed asset classes include energy transition and renewables alongside fintech. Geographic reach covers North America, Africa, South America and the Middle East. Public equity holdings reported in 13F filings include Amazon, Exxon Mobil, Schlumberger and Microsoft. Private holdings include L.E. Jones Company and Gaille Group. The firm reported $973 million in assets as of December 2024. It maintains a single Houston office and participates in professional networks including the World Car Awards and the James Madison Program. In September 2024 the firm attended the Worth Impact Conference in New York focused on sustainability and impact investing. It also manages the Keith and Mattie Stevenson Foundation, which reported $269,500 in grants in education, health and animal welfare. Sequent operates with a direct deal program that reviews family balance sheets, cash flow, insurance, tax, estate planning and business succession. This integrated mandate distinguishes it from pure investment vehicles by embedding fiduciary coordination and philanthropic administration within the same partner-led team.