Hedge Fund Database

LIME ROCK

LIME ROCK MANAGEMENT LP Legal Name

Adviser information for LIME ROCK last updated from Form ADV on March 30th, 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 Partnership
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 213
Investment Advisory/Research 49
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 26 $12.7B
Non-Discretionary 0 $0
Total 26 $12.7B

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 26 $12.7B
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 54

Services

Advisory Services Portfolio management for pooled investment vehicles
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-73847
SEC ERA File Number 801-73847
SEC CIK Numbers 1529541
SEC CRD Numbers 157127
Legal Entity Identifier 549300J7OJULM54EK891

Principal Office

274 RIVERSIDE AVENUE
3RD FLOOR
WESTPORT
CT
United States
Monday - Friday, 9 AM - 5 PM
Tel: 203-293-2750, Fax: 203-293-2760

Websites

www.linkedin.com/company/lime-rock-partners www.linkedin.com/company/lime-rock-new-energy www.lrnewenergy.com/ www.lrpartners.com www.limerockresources.com

Chief Compliance Officer

ANU MEHTA
GENERAL COUNSEL
274 RIVERSIDE DRIVE, SUITE 3
WESTPORT
CT
United States
Tel: 713-345-2105
Fax: 713-345-2155
(Full email address available in API data)

Industry Affiliates

LIME ROCK Sponsor, GP, manager of pooled investment vehicles
LIME ROCK Sponsor, GP, manager of pooled investment vehicles
LIME ROCK Sponsor, GP, manager of pooled investment vehicles
LIME ROCK Sponsor, GP, manager of pooled investment vehicles
LIME ROCK Sponsor, GP, manager of pooled investment vehicles
LIME ROCK Sponsor, GP, manager of pooled investment vehicles
LIME ROCK Sponsor, GP, manager of pooled investment vehicles
LIME ROCK Sponsor, GP, manager of pooled investment vehicles
LIME ROCK NEW ENERGY GP, L.P. Sponsor, GP, manager of pooled investment vehicles
LIME ROCK PARTNERS GP VI AF-C, L.P. Sponsor, GP, manager of pooled investment vehicles
LIME ROCK PARTNERS GP VI AF, L.P. Sponsor, GP, manager of pooled investment vehicles
LIME ROCK RESOURCES Sponsor, GP, manager of pooled investment vehicles
LIME ROCK RESOURCES Sponsor, GP, manager of pooled investment vehicles
LIME ROCK RESOURCES Sponsor, GP, manager of pooled investment vehicles
LIME ROCK RESOURCES Sponsor, GP, manager of pooled investment vehicles
LIME ROCK RESOURCES Sponsor, GP, manager of pooled investment vehicles
LIME ROCK RESOURCES Sponsor, GP, manager of pooled investment vehicles
LIME ROCK RESOURCES Sponsor, GP, manager of pooled investment vehicles
LIME ROCK RESOURCES GP IV, LP Sponsor, GP, manager of pooled investment vehicles
LIME ROCK RESOURCES GP VI, LP Sponsor, GP, manager of pooled investment vehicles
SEARS POINT Other investment adviser, including financial planners
SEARS POINT Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
LIME ROCK NEW ENERGY, L.P. Private Equity Fund $254.8M $0.1M 66
LIME ROCK PARTNERS IV AF, L.P. Private Equity Fund $6,449.3M $5.0M 173
LIME ROCK PARTNERS IV, L.P. Private Equity Fund $3.2M $5.0M 87
LIME ROCK PARTNERS IX, L.P. Private Equity Fund $26.0M $0.1M 27
LIME ROCK PARTNERS V, L.P. Private Equity Fund $198.7M $5.0M 121
LIME ROCK PARTNERS VI AF-C, L.P. Private Equity Fund $145.2M $0.1M 26
LIME ROCK PARTNERS VI AF, L.P. Private Equity Fund $232.2M $0.1M 7
LIME ROCK PARTNERS VI, L.P. Private Equity Fund $6.1M $5.0M 76
LIME ROCK PARTNERS VII, L.P. Private Equity Fund $534.3M $5.0M 49
LIME ROCK PARTNERS VIII, L.P. Private Equity Fund $693.6M $5.0M 64
LIME ROCK RESOURCES II-A, L.P. Private Equity Fund $0.0M $5.0M 12
LIME ROCK RESOURCES II-C, L.P. Private Equity Fund $6.9M $5.0M 32
LIME ROCK RESOURCES III-A, L.P. Hedge Fund $355.1M $5.0M 25
LIME ROCK RESOURCES III-C, L.P. Hedge Fund $311.5M $5.0M 39
LIME ROCK RESOURCES IV-A, L.P. Hedge Fund $556.7M $5.0M 21
LIME ROCK RESOURCES IV-C, L.P. Hedge Fund $406.1M $5.0M 30
LIME ROCK RESOURCES V-A, L.P. Hedge Fund $491.6M $0.0M 11
LIME ROCK RESOURCES VI, L.P. Private Equity Fund $0.0M $0.1M 6
LR-CROWNROCK MINERALS 2018 COINVESTMENT, L.P. Private Equity Fund $105.3M $5.0M 19
LR-CROWNROCK MINERALS COINVESTMENT II, L.P. Private Equity Fund $442.3M $1.0M 23
LR-CROWNROCK MINERALS COINVESTMENT, L.P. Private Equity Fund $433.1M $1.0M 28
LR-IMAGINEA COINVESTMENT, L.P. Private Equity Fund $8.0M $1.0M 26
LR-PECOS VALLEY COINVESTMENT, L.P. Private Equity Fund $177.1M $0.1M 4
LR-SAN JACINTO MINERALS II COINVESTMENT, LP Private Equity Fund $57.0M $10.0M 10
LR-SAN JACINTO MINERALS III COINVESTMENT, L.P. Private Equity Fund $35.3M $0.1M 12
LRNE-POWER TAKEOFF COINVESTMENT, L.P. Private Equity Fund $21.4M $0.1M 8

Control Persons

Name Type Entity Title Since Ownership
FARBER, JONATHAN, CLARK Individual – CO-FOUNDER/MANAGING DIRECTOR 06/1998 < 5%
REYNOLDS, JOHN, THOMAS Individual – CO-FOUNDER/MANAGING DIRECTOR 06/1998 < 5%
MULLINS, ERIC, DWAYNE Individual – LIMITED PARTNER, MANAGING DIRECTOR 07/2005 10-25%
LIME ROCK MANAGEMENT GP LLC Domestic Entity – GENERAL PARTNER 06/1998 < 5%
JCF INVESTMENTS, LLC Domestic Entity LIME ROCK MANAGEMENT GP LLC MEMBER 09/2006 25-50%
BELLANTONI, SUSAN, MARIE Individual – CHIEF FINANCIAL OFFICER 05/2015 < 5%
MEHTA, ANURAGH, RAJ Individual – CHIEF COMPLIANCE OFFICER/ GENERAL COUNSEL 01/2017 < 5%
MCLANE, JASON, MICHAEL Individual – LIMITED PARTNER 07/2016 5-10%
MCCALL, MARK, ADRIAN Individual – MANAGING DIRECTOR 03/2017 < 5%
Miller, Clarence, Tim Individual – PRESIDENT AND CHIEF OPERATING OFFICER OF LIME ROCK RESOURCES 01/2018 5-10%
SCOFIELD, JEFFREY, BENNETT Individual – LIMITED PARTNER 03/2019 5-10%
THE SILENT GROVE TRUST Domestic Entity – LIMITED PARTNER 01/2021 5-10%
JCF INVESTMENTS, LLC Domestic Entity – LIMITED PARTNER 01/2024 25-50%
FARBER, JONATHAN, CLARK Individual JCF INVESTMENTS, LLC MEMBER 09/2006 > 75%
JTR INVESTMENTS 2024, LLC Domestic Entity – LIMITED PARTNER 01/2024 25-50%
JTR INVESTMENTS 2024, LLC Domestic Entity LIME ROCK MANAGEMENT GP LLC MEMBER 01/2024 25-50%

No. Employees, Historic

3001500202020212022202320242025237 on 2/28/2020243 on 3/30/2020243 on 5/22/2020203 on 3/31/2021212 on 3/31/2022218 on 3/31/2023218 on 4/14/2023213 on 3/30/2024

RAUM, Historic

20B10B02020202120222023202420257079895867 on 2/28/20207273852906 on 3/30/20207273852906 on 5/22/20205739854631 on 3/31/20219118157401 on 3/31/202211218052132 on 3/31/202311218052132 on 4/14/202312667511156 on 3/30/2024

No. Clients, Historic

3015020202021202220232024202519 on 2/28/202020 on 3/30/202020 on 5/22/202021 on 3/31/202126 on 3/31/202226 on 3/31/202326 on 4/14/202326 on 3/30/2024

Holdings

From latest 13F, filed November 14th, 2018 for period ending September 30th, 2018
Name Class Value $USD # Shares Private Fund
INDEPENDENCE CONTRACT DRILLING INC COM 8K 2M Lime Rock Management GP LLC