CEP INVESTMENT MANAGEMENT
CEP INVESTMENT MANAGEMENT, LLC Legal Name
Adviser information for CEP INVESTMENT MANAGEMENT last updated from Form ADV on February 16th, 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | – |
|---|---|
| Compensation | – |
Principal Office
2801 E. CAMELBACK RD.STE. 200
PHOENIX
AZ
United States
Monday - Friday, 8:00AM - 5:00PM EDT (VISITS BY APPOINTMENT ONLY)
Tel: 480-896-8946, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| CITIZEN ENERGY PARTNERS OPPORTUNITIES FUND I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| CITIZEN ENERGY PARTNERS OPPORTUNITIES FUND II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| CITIZEN ENERGY PARTNERS OPPORTUNITIES FUND I, L.P. | Private Equity Fund | $16.5M | $0.3M | 14 |
| CITIZEN ENERGY PARTNERS OPPORTUNITIES FUND II, L.P. | Private Equity Fund | $7.6M | $0.3M | 20 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SAMUELS, JONATHAN, RYAN | Individual | – | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | 04/2021 | > 75% |