Caravela Energy Partners LP

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Assets, Funds, Holdings

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Caravela Energy Partners LP
CRD #323131
SEC #801-126835
CIK #
AUM $225.8 MM (2023-03-24)
Employees 2 (100% Investors, 0% Brokers)
Phone203-493-1343
Address19 Old Kings Highway, Suite 330
Darien, CT 06820
Source [IAPD]
Total AUM ($MM)
2502001501005002010201420192024
Type Form D Funds Date Sold ($MM) AUM ($MM)
HF Caravela Energy Fund LP 2023-03-16 39.0
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 39.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 2 186.8
Total 3 225.8
By Discretionary
Discretionary 3 225.8
Non-Discretionary 0 0.0
Total 3 225.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 225.8
Total 3 225.8
Comparable Firms State AUM ($BB)
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NY 0.2
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CA 0.2
WP Stewart Asset Management Ltd
TN 0.2
Private Wealth Group LLC
FL 0.2
Heritage Wealth Management Inc
CA 0.2
Colbert Investment Management Co
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Schultze Asset Management LP
NY 0.2
Lloyd Harbor Capital Management LLC
NY 0.2
Unimar Financial Services LLC
FL 0.2
Logica Capital Advisers LLC
CA 0.2
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