ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC
Adviser information for ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 28th, 2023. 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 | 3 |
|---|---|
| Investment Advisory/Research | 1 |
| 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 | $37.0M |
| Non-Discretionary | 0 | $0 |
| Total | 10 | $37.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $3.8M |
| HNW Individuals | <5 | $2.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | <5 | $26.9M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $4.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Principal Office
830 WEST CAUSEWAY APPROACHSTE., 1200
MANDEVILLE
LA
United States
Monday - Friday, 8:00 AM - 4:30 PM
Tel: 512-477-0900, Fax: None
Websites
Chief Compliance Officer
SANDRA L. LAI
CHIEF COMPLIANCE OFFICER
2112 O'CALLAHAN DR.
AUSTIN
TX
United States
Tel:
512-477-0900
S***@************M
(Full email address available in API data)
Industry Affiliates
| ORLEANS CAPITAL MANAGEMENT CORP | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ORLEANS CAPITAL MANAGEMENT CORP | Domestic Entity | – | DIRECT OWNER | 07/2008 | 50-75% |
| CRANE, JR., THE ESTATE OF LOUIS, FARRELL | Individual | – | DIRECT OWNER | 05/2022 | 10-25% |
| GILL, SCOTT, BAYLEY | Individual | – | DIRECT OWNER/ BOARD MEMBER | 07/2008 | 10-25% |
| ABELE, RODNEY, JOHN | Individual | ORLEANS CAPITAL MANAGEMENT | VICE PRESIDENT & DIRECTOR | 11/1991 | 25-50% |
| LAI, SANDRA, LYNN | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2014 | < 5% |
| FRAZIER, THE ESTATE OF MICHAEL, EVANS | Individual | – | DIRECT OWNER | 02/2016 | 5-10% |
| Crain, John, M | Individual | – | PRESIDENT/ DIRECT OWNER/ BOARD MEMBER | 02/2016 | 5-10% |
| JUDITH F. CRANE | Domestic Entity | ORLEANS CAPITAL MANAGEMENT CORP | DIRECT OWNER, COMMON | 08/2017 | 25-50% |
| BECKER, EMILY, CRANE | Individual | – | BOARD MEMBER | 08/2017 | < 5% |
| WOLF, WILLIAM, HOWARD | Individual | – | BOARD MEMBER | 07/2008 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed February 14th, 2023 for period ending December 31st, 2022
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AIR PRODS & CHEMS INC | COM | 1M | 4K | – |
| ALBEMARLE CORP COM | COM | 431K | 2K | – |
| ANTERO RESOURCES CORP COM | COM | 500K | 16K | – |
| BAKER HUGHES COMPANY CL A | COM | 2M | 53K | – |
| CACTUS INC CL A | COM | 514K | 10K | – |
| CHAMPIONX CORPORATION COM | COM | 565K | 19K | – |
| CHART INDS INC COM | COM | 899K | 8K | – |
| CHENIERE ENERGY INC COM NEW | COM | 1M | 8K | – |
| CHEVRON TEXACO CORP COM | COM | 2M | 9K | – |
| CONOCOPHILLIPS COM | COM | 2M | 14K | – |
| COTERRA ENERGY INC COM | COM | 400K | 16K | – |
| DEVON ENERGY CORP NEW COM | COM | 1M | 24K | – |
| DIAMONDBACK ENERGY INC COM | COM | 641K | 5K | – |
| EOG RES INC COM | COM | 2M | 12K | – |
| EQUINOR ASA SPONSORED ADR | COM | 348K | 10K | – |
| EXXON MOBIL CORP COM | COM | 1M | 12K | – |
| FIRST SOLAR INC COM | COM | 893K | 6K | – |
| FIRST TR ISE GLB ETF COM SHS | COM | 320K | 18K | – |
| GENERAC HLDGS INC COM | COM | 213K | 2K | – |
| HALLIBURTON CO | COM | 2M | 54K | – |
| HELMERICH & PAYNE INC COM | COM | 2M | 32K | – |
| MARATHON PETE CORP COM | COM | 572K | 5K | – |
| NEXTERA ENERGY INC COM | COM | 798K | 10K | – |
| NOV INC COM | COM | 1M | 54K | – |
| OIL STS INTL INC COM | COM | 258K | 35K | – |
| PATTERSON UTI ENERGY COM | COM | 291K | 17K | – |
| PIONEER NATURAL RESOURCES CO | COM | 655K | 3K | – |
| QUANTA SVCS INC COM | COM | 947K | 7K | – |
| SCHLUMBERGER LTD | COM | 2M | 41K | – |
| SHELL PLC SPON ADS | COM | 660K | 12K | – |
| SOLAREDGE TECHNOLOGIES COM | COM | 609K | 2K | – |
| SPROTT FDS TR URANIUM MINERS E | COM | 521K | 16K | – |
| SUNCOR ENERGY INC COM | COM | 389K | 12K | – |
| TECHNIPFMC PLC COM | COM | 573K | 47K | – |
| TENARIS S A SPONSORED ADR | COM | 1M | 33K | – |
| TOTALENERGIES SE SPONSORED ADS | COM | 1M | 20K | – |
| VALERO ENERGY CORP NEW COM | COM | 2M | 12K | – |