ENERVEST INVESTMENT SERVICES, L.L.C.
Adviser information for ENERVEST INVESTMENT SERVICES, L.L.C. last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 329 |
|---|---|
| Investment Advisory/Research | 13 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 10 | $1.5B |
| Non-Discretionary | 0 | $0 |
| Total | 10 | $1.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 10 | $1.5B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-113436 |
|---|---|
| SEC ERA File Number | 801-113436 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 297181 |
| Legal Entity Identifier | None |
Principal Office
1001 FANNIN STREETSUITE 800
HOUSTON
TX
United States
Monday - Friday, 8 AM-5 PM
Tel: 713-659-3500, Fax: 713-659-3556
Chief Compliance Officer
ERIKA ANDERSON
1001 FANNIN STREET
SUITE 800
HOUSTON
TX
United States
Tel:
713-659-3500
Fax:
713-659-3556
E*********@***********T
(Full email address available in API data)
Regulatory Contact
ANDREW JOHN WEST
SENIOR VICE PRESIDENT, GENERAL COUNSEL AND SECRETARY
1001 FANNIN STREET
SUITE 800
HOUSTON
TX
United States
Tel:
713-659-3500
A****@***********T
(Full email address available in API data)
Industry Affiliates
| BEP MANAGEMENT PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EIFA GP XIV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EIFA XIV-2A, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EIFA XIV-3A, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EIFC GP XIV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| ENERVEST INSTITUTIONAL GP, LTD. | Sponsor, GP, manager of pooled investment vehicles |
| ENERVEST, LTD. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| EVFA GP XIV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EVFA XIV-2A, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EVFA XIV-3A, LLC | Sponsor, GP, manager of pooled investment vehicles |
| EVFC GP XIV, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BEP LEGACY 1C, LLC | SPECIAL PURPOSE VEHICLE | $0.0M | $0.0M | 5 |
| BEP LEGACY 2A, LLC | SPECIAL PURPOSE VEHICLE | $0.7M | $0.0M | 4 |
| BEP LEGACY A, LLC | SPECIAL PURPOSE VEHICLE | $1.3M | $0.0M | 49 |
| BEP LEGACY C, LLC | SPECIAL PURPOSE VEHICLE | $1.6M | $0.0M | 47 |
| ENERVEST ENERGY INSTITUTIONAL FUND XIV-2A, L.P. | Private Equity Fund | $61.2M | $5.0M | 3 |
| ENERVEST ENERGY INSTITUTIONAL FUND XIV-3A, L.P. | Private Equity Fund | $62.5M | $5.0M | 3 |
| ENERVEST ENERGY INSTITUTIONAL FUND XIV-A, L.P. | Private Equity Fund | $784.4M | $5.0M | 61 |
| ENERVEST ENERGY INSTITUTIONAL FUND XIV-C-AIV, L.P. | Private Equity Fund | $79.6M | $5.0M | 2 |
| ENERVEST ENERGY INSTITUTIONAL FUND XIV-C, L.P. | Private Equity Fund | $407.4M | $5.0M | 81 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ENERVEST HOLDING, L.P. | Domestic Entity | – | MEMBER | 01/2011 | > 75% |
| WALKER, JOHN, BRYAN | Individual | – | EXECUTIVE CHAIRMAN | 01/2011 | < 5% |
| ENERVEST OPERATING, L.L.C. | Domestic Entity | ENERVEST HOLDING, L.P. | GENERAL PARTNER | 01/2006 | |
| ENERVEST, LTD. | Domestic Entity | ENERVEST HOLDING, L.P. | LIMITED PARTNER | 01/2006 | > 75% |
| ENERVEST, LTD. | Domestic Entity | ENERVEST OPERATING, L.L.C. | MEMBER | 01/1995 | > 75% |
| ENERVEST MANAGEMENT GP, L.C. | Domestic Entity | ENERVEST, LTD. | GENERAL PARTNER | 12/1999 | |
| West, John, Andrew | Individual | – | SENIOR VICE PRESIDENT, GENERAL COUNSEL AND SECRETARY | 05/2017 | < 5% |
| Walker, Judson, B. | Individual | – | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 08/2018 | < 5% |
| Hancock, Travis, Wayne | Individual | – | SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | 10/2020 | < 5% |
| ANDERSON, ERIKA, CHRISTINE | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2021 | < 5% |