LS POWER EQUITY ADVISORS, LLC

Adviser information for LS POWER EQUITY ADVISORS, LLC last updated from Form ADV on March 29th, 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 211
Investment Advisory/Research 95
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 17 $9.0B
Non-Discretionary 0 $0
Total 17 $9.0B

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 17 $9.0B
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 vehicles
Compensation % of AUMPerformance-based fees

Identifiers

SEC RIA File Number 801-74052
SEC ERA File Number 801-74052
SEC CIK Numbers 1728850
SEC CRD Numbers 158272
Legal Entity Identifier 549300KW8STJPQTDSE17

Principal Office

1700 BROADWAY
35TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9 AM - 6 PM
Tel: 212-615-3456, Fax: 212-615-3440

Chief Compliance Officer

JEFFREY WADE
1700 BROADWAY
38TH FLOOR
NEW YORK
NY
United States
Tel: 212-547-2914
Fax: 212-615-3440
(Full email address available in API data)

Industry Affiliates

BOLT ENERGY MANAGEMENT, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
EDGE 80 ADAMS CO-INVEST GP, LLC Sponsor, GP, manager of pooled investment vehicles
EDGE CORE PARTNERS I, LLC Sponsor, GP, manager of pooled investment vehicles
EDGE KING PARTNERS I, LLC Sponsor, GP, manager of pooled investment vehicles
EDGE PRINCIPAL ADVISORS, LLC Other investment adviser, including financial planners
EDGE PRINCIPAL PARTNERS II, LLC Sponsor, GP, manager of pooled investment vehicles
EDGE PRINCIPAL PARTNERS III, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
EDGE PRINCIPAL PARTNERS IV, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
EPH PARTNERS, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
GRIDIRON ENERGY MANAGEMENT, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
LS POWER FUND III GP, LLC Sponsor, GP, manager of pooled investment vehicles
LS POWER FUND IV GP, LLC Sponsor, GP, manager of pooled investment vehicles
LS POWER FUND V GP, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
LS POWER PARTNERS III, L.P. Sponsor, GP, manager of pooled investment vehicles
LS POWER PARTNERS IV, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
LS POWER PARTNERS V, L.P. Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles
VEGA ENERGY GP, LLC Commodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
LS POWER EQUITY PARTNERS III, L.P. Private Equity Fund $3,153.2M $10.0M 176
LS POWER EQUITY PARTNERS IV AIV, L.P. Private Equity Fund $597.9M $10.0M 162
LS POWER EQUITY PARTNERS IV, L.P. Private Equity Fund $2,992.7M $10.0M 162
LS POWER EQUITY PARTNERS V, L.P. Private Equity Fund $2,252.5M $10.0M 132

Control Persons

Name Type Entity Title Since Ownership
LS POWER ASSOCIATES, L.P. Domestic Entity LSP GENERATION IV, LLC MEMBER/OWNER 02/2012 > 75%
LSP GENERATION IV, LLC Domestic Entity MEMBER/OWNER 02/2012 > 75%
LS POWER CAPITAL, L.P. Domestic Entity LS POWER ASSOCIATES, L.P. LP/OWNER OF LS POWER ASSOCIATES, L.P. 02/2012 > 75%
NANUS, DAVID, GRAIG Individual PRESIDENT 02/2012 < 5%
KAPADIA, DARPAN, SUBHASH Individual EXECUTIVE VICE PRESIDENT 07/2004 < 5%
STAIKOS, JOHN, (NMN) Individual MANAGING DIRECTOR, GENERAL COUNSEL & SECRETARY 02/2012 < 5%
WADE, JEFFREY, PAUL Individual CHIEF COMPLIANCE OFFICER 02/2012 < 5%
EDELSTEIN, SHIMON, BEZALEL Individual EXECUTIVE VICE PRESIDENT, TAX 01/2013 < 5%
NEILL, JENNIFER, ROSIAK Individual CHIEF FINANCIAL OFFICER 09/2017 < 5%
BURKE, JOHN, PATRICK Individual MANAGING DIRECTOR 03/2020 < 5%
KIM, ERNEST, LEE Individual MANAGING DIRECTOR 03/2020 < 5%
ROLOFF, RICHARD, CHARLES Individual MANAGING DIRECTOR 03/2020 < 5%
MITCHELL, MATTHEW Individual MANAGING DIRECTOR 03/2020 < 5%
PRAJAPATI, UPENDRA, PRAMODCHANDRA Individual SENIOR VICE PRESIDENT, TAX 03/2020 < 5%
TANSEY, JAMES, SCOTT Individual TREASURER 03/2020 < 5%
SEGAL MANAGEMENT, LLC Domestic Entity LS POWER CAPITAL, L.P. GP 12/2011
SEGAL, PAUL, (NMN) Individual SEGAL MANAGEMENT, LLC MEMBER/OWNER OF SEGAL MANAGEMENT, LLC AND LS POWER DEVELOPMENT, LLC 01/2013 25-50%
SEGAL, THEODORE, ZELLIE Individual SEGAL MANAGEMENT, LLC MEMBER/OWNER OF SEGAL MANAGEMENT, LLC AND LS POWER DEVELOPMENT, LLC 01/2013 25-50%
GENIECZKO, MICHELLE, DENISE Individual ASSISTANT SECRETARY 07/2021 < 5%
MARSHALL, DAVID, JAN Individual SENIOR VICE PRESIDENT & ASSISTANT SECRETARY 05/2021 < 5%
HANSON, NATHAN, ERICK Individual MANAGING DIRECTOR 02/2022 < 5%
MYERS, JOSEPH, LOUIS Individual SENIOR VICE PRESIDENT 05/2020 < 5%
LS POWER DEVELOPMENT, LLC Domestic Entity LS POWER ASSOCIATES, L.P. GP OF LS POWER ASSOCIATES, L.P. 02/2001
SEGAL, MIKHAIL Individual LS POWER DEVELOPMENT, LLC MANAGER OF SEGAL MANAGEMENT, LLC AND LS POWER DEVELOPMENT, LLC 01/2001
HAMMOND, ANTHONY, CHARLES Individual SENIOR VICE PRESIDENT 08/2023 < 5%

No. Employees, Historic

30015002019202020212022202320242025179 on 5/2/2019233 on 3/30/2020233 on 4/29/2020272 on 3/31/2021272 on 4/28/2021173 on 3/30/2022173 on 4/27/2022179 on 3/30/2023179 on 4/26/2023211 on 3/29/2024

RAUM, Historic

9B5B020192020202120222023202420255192926564 on 5/2/20194909370751 on 3/30/20204909370751 on 4/29/20205987133599 on 3/31/20215987133599 on 4/28/20216951069658 on 3/30/20226951069658 on 4/27/20226458181987 on 3/30/20236458181987 on 4/26/20238996276849 on 3/29/2024

No. Clients, Historic

20100201920202021202220232024202514 on 5/2/201914 on 3/30/202014 on 4/29/202014 on 3/31/202114 on 4/28/202113 on 3/30/202213 on 4/27/202217 on 3/30/202317 on 4/26/202317 on 3/29/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALPHABET INC CAP STK CL C 4M 21K
AMAZON COM INC COM 3M 14K
APOLLO GLOBAL MGMT INC COM 708K 6K
ARCH RESOURCES INC CL A 38M 249K Gen IV Investment Opportunities, LLC
BATTALION OIL CORP COM 8M 2M Gen IV Investment Opportunities, LLC
BLACKSTONE INC COM 619K 5K
CENTERPOINT ENERGY INC COM 503K 16K
CHESAPEAKE ENERGY CORP COM 5M 60K Gen IV Investment Opportunities, LLC
CONSTELLATION ENERGY CORP COM 442K 2K
DUKE ENERGY CORP NEW COM NEW 307K 3K
EXELON CORP COM 459K 13K
ISHARES INC MSCI JPN ETF NEW 2M 30K
ISHARES TR MSCI EMG MKT ETF 5M 109K
ISHARES TR RUSSELL 2000 ETF 3M 16K
MICROSOFT CORP COM 4M 8K
OATLY GROUP AB SPONSORED ADS 152K 162K
PUBLIC SVC ENTERPRISE GRP IN COM 394K 5K
ROBINHOOD MKTS INC COM CL A 349K 15K
SM ENERGY CO COM 9M 198K Gen IV Investment Opportunities, LLC
SPDR S&P 500 ETF TR TR UNIT 39M 72K
SPDR SER TR S&P BIOTECH 1M 16K
TOAST INC CL A 237K 9K
VANECK ETF TRUST GOLD MINERS ETF 2M 71K
VANECK ETF TRUST JUNIOR GOLD MINE 572K 14K
VITAL ENERGY INC COM 9M 203K Gen IV Investment Opportunities, LLC
WARRIOR MET COAL INC COM 2M 32K Gen IV Investment Opportunities, LLC
XCEL ENERGY INC COM 37M 702K Gen IV Investment Opportunities, LLC