BP CAPITAL ENERGY ADVISORS, LLC
Adviser information for BP CAPITAL ENERGY ADVISORS, LLC 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 | 9 |
|---|---|
| Investment Advisory/Research | 8 |
| 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 | 4 | $637.3M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $637.3M |
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 | 4 | $637.3M |
| 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 | 801-78370 |
|---|---|
| SEC ERA File Number | 801-78370 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 167087 |
| Legal Entity Identifier | None |
Principal Office
2911 TURTLE CREEK BOULEVARDSUITE 400
DALLAS
TX
United States
Monday - Friday, 8:00AM - 5:00PM
Tel: 214-265-1090, Fax: None
Chief Compliance Officer
JIMMY MCDONALD
CHIEF FINANCIAL OFFICER
2911 TURTLE CREEK BOULEVARD
SUITE 400
DALLAS
TX
United States
Tel:
214-265-1090
J****@*******************M
(Full email address available in API data)
Regulatory Contact
IQEQ US
COMPLIANCE CONSULTANT
2777 N. STEMMONS FREEWAY
SUITE 1425
DALLAS
TX
United States
Tel:
469-850-0224
C*********@***********************M
(Full email address available in API data)
Industry Affiliates
| BP NATURAL GAS PARTNERS II, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BP NATURAL GAS PARTNERS, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BP NATURAL GAS OPPORTUNITY PARTNERS II, LP | Private Equity Fund | $404.2M | $5.0M | 70 |
| BP NATURAL GAS OPPORTUNITY PARTNERS, L.P. | Private Equity Fund | $51.2M | $5.0M | 82 |
| BP-ENCINO HOLDINGS LLC | Private Equity Fund | $24.4M | $1.0M | 3 |
| BP-MIRATECH HOLDINGS LLC | Private Equity Fund | $358.1M | $0.0M | 39 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SZEWCZYK, ALEKSANDER, A | Individual | – | MANAGING PARTNER | 01/2013 | < 5% |
| WATZKY, MICHAEL, JAY | Individual | – | MANAGING PARTNER | 01/2013 | < 5% |
| SZEWCZYK, ALEKSANDER, A | Individual | SMB ADVISORS LLC | MEMBER | 05/2013 | > 75% |
| WATZKY, MICHAEL, JAY | Individual | MW ENERGY ADVISORS HOLDINGS LLC | MEMBER | 05/2013 | > 75% |
| BP ENERGY PARTNERS, LLC | Domestic Entity | – | MEMBER | 01/2014 | > 75% |
| SMB ADVISORS LLC | Domestic Entity | BP ENERGY PARTNERS, LLC | MEMBER | 03/2014 | 50-75% |
| MW ENERGY ADVISORS HOLDINGS LLC | Domestic Entity | BP ENERGY PARTNERS, LLC | MEMBER | 03/2014 | 50-75% |
| MCDONALD, JIMMY, ALAN | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2018 | < 5% |