# Sequent Asset Management

Sequent Asset Management is a Multi Family Office based in Houston, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Houston, United States
- **Region:** North America
- **Address:** 952 Echo Lane, Suite 312, Houston, Texas 77024, USA
- **Founded:** 2008
- **Assets under management:** 973 (Altss estimate)
- **Website:** sequentasset.com
- **LinkedIn:** https://www.linkedin.com/company/sequent-asset-management-llc/

## Regulatory record

- **CRD number:** 148194
- **SEC file number:** 801-69523
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-01T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148194

## About

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.

## Sectors

- Energy Transition & Renewables
- FinTech
- AI/ML

## People

- David M. Doll — Founder and CEO
- Tim S. Hartzell — Founder, Manager, CIO, and CCO
- Scott Gaille — Founder

## Questions

### Who runs investment decisions at Sequent Asset Management?

David Doll serves as Founder and CEO. Tim Hartzell serves as Founder, Manager, CIO and CCO. Both maintain day-to-day oversight of portfolio construction and client mandates.

### Does Sequent Asset Management participate in fund commitments or only direct deals?

The firm commits to hedge funds and fund-of-funds while also executing direct co-investments and SPVs. Confirmed investment types include all three structures.

### What investment stages does Sequent Asset Management typically target?

The firm targets established operating businesses and public market positions rather than early-stage venture. Preferred fund sizes for external commitments range from $350 million to $450 million.

### Which sectors does Sequent Asset Management explicitly prioritize?

Confirmed sector exposure includes energy transition and renewables, fintech and AI/ML. Public filings also show energy and consumer discretionary holdings.

### How is Sequent Asset Management related to its founders' operating businesses?

David Doll serves as CEO of L.E. Jones Company. Scott Gaille founded Gaille Group, which incubated Sequent. Both relationships remain active.

### Where does Sequent Asset Management source deal flow?

The firm sources through direct relationships with business-owning families and through participation in professional networks such as the World Car Awards and the James Madison Program.

## Related profiles

- [Polhem Infra](https://altss.com/profile/polhem-infra)
- [United Brotherhood of Carpenters Pension Fund](https://altss.com/profile/united-brotherhood-of-carpenters-pension-fund-united-states-segment)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/sequent-asset-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology
