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Caravela Energy Partners LP
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CRD # | 323131 |
SEC # | 801-126835 |
CIK # | |
AUM | $225.8 MM (2023-03-24) |
Employees | 2 (100% Investors, 0% Brokers) |
Phone | 203-493-1343 |
Address | 19 Old Kings Highway, Suite 330 Darien, CT 06820 |
Source | [IAPD] |
Total AUM ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
HF | Caravela Energy Fund LP | 2023-03-16 | 39.0 |
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 1 | 39.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 2 | 186.8 |
Total | 3 | 225.8 |
By Discretionary | ||
Discretionary | 3 | 225.8 |
Non-Discretionary | 0 | 0.0 |
Total | 3 | 225.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 225.8 | |
Total | 3 | 225.8 |
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---|---|---|
Southwind Associates of NJ Inc
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|
NY | 0.2 |
Park Miller LLC
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WP Stewart Asset Management Ltd
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Private Wealth Group LLC
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Heritage Wealth Management Inc
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Colbert Investment Management Co
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FL | 0.2 |
Schultze Asset Management LP
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Lloyd Harbor Capital Management LLC
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NY | 0.2 |
Unimar Financial Services LLC
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FL | 0.2 |
Logica Capital Advisers LLC
✚
|
CA | 0.2 |