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| Enervest Investment Services LLC
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| CRD # | 297181 |
| SEC # | 801-113436 |
| CIK # | 0001749921 |
| AUM | 1,013.9 M (2026-05-06) |
| Employees | 316 (3% Investors, 0% Brokers) |
| Phone | 713-659-3500 |
| Address | 1001 Fannin Street Houston, TX 77002 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Enervest Energy Institutional Fund XIV-2A LP | [2018-10-16] | 18.4 M | |
| Offered $170,000,000 · Filed 2016-05-16 (D) · Exemption 506(b), 3(c), 3(c)(9), 3(c)(7) · Remaining $170,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Enervest Energy Institutional Fund XIV-3A LP | [2018-10-16] | 110.0 M | 18.3 M |
| Offered $250,000,000 · Filed 2016-06-24 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining $140,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Enervest Energy Institutional Fund XIV-A LP | [2018-10-16] | 8.0 M | 559.8 M |
| Offered $8,000,000 · Filed 2015-12-22 (D) · Exemption 506(b), 3(c), 3(c)(9) · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | Enervest Energy Institutional Fund XIV-C-Aiv LP | 2018-10-16 | 54.9 M | |
| PE | Enervest Energy Institutional Fund XIV-C LP | [2018-10-16] | 280.0 M | |
| Offered $3,000,000,000 · Filed 2015-03-12 (D) · Exemption 506(b), 3(c), 3(c)(9) · Minimum $1,000,000 · Remaining $3,000,000,000 · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | BEP Legacy 1C LLC | [2012-02-14] | 0.2 M | |
| Offered $174,667 · Filed 2018-01-10 (D) · Exemption 506(b), 3(c), 3(c)(9), 3(c)(7) · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | BEP Legacy 2A LLC | [2012-02-14] | 1.2 M | 1.0 M |
| Offered $1,236,102 · Filed 2018-01-10 (D) · Exemption 506(b), 3(c), 3(c)(9) · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | BEP Legacy A LLC | [2012-02-14] | 717.6 M | 2.0 M |
| Filed 2010-12-23 (D/A) · Exemption 506, 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | BEP Legacy C LLC | [2012-02-14] | 2.1 M | 2.4 M |
| Offered $2,089,935 · Filed 2017-11-02 (D) · Exemption 506(b), 3(c), 3(c)(7) · Duration One year or less · Net Assets Decline to Disclose | ||||
| Other | Enervest Energy Institutional Co-Investment Fund X-1 LP | 2012-02-14 | 67.6 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 8 | 1.0 |
| (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 | 0 | 0.0 |
| Total | 8 | 1.0 |
| By Discretionary | ||
| Discretionary | 8 | 1.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 8 | 1.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.0 | |
| Total | 8 | 1.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| John Walker | Executive Officer | 102 | 6 | |
| Enervest Ltd | Director, Executive Officer | 18 | 2 | |
| James Vanderhider | Executive Officer | 18 | 2 | |
| Mark Houser | Executive Officer | 10 | 2 | |
| Ken Mariani | Executive Officer | 9 | 2 | |
| Enervest Institutional GP Ltd | Director | 8 | 2 | |
| Enervest Management GP LC | Director, Executive Officer | 6 | 2 | |
| Bep Management Partners LLC | Director | 4 | 2 | |
| Kelly Day | Executive Officer | 4 | 2 | |
| Eifc GP XIV LLC | Director | 1 | 1 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-NT | [0001749921] | |
| 3 | [0001749921] | |
| 4 | [0001749921] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.9B |
| Serves | Institutional |
| Fund Types | Private Equity |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Magnolia Oil & Gas Corp MGY
Class B Common Stock · derivative
|
2024-09-23 | Sell | 500,000 | $25.86 | 12,930,000 |
|
Magnolia Oil & Gas Corp MGY
Class A Common Stock
|
2024-09-23 | Conversion | 4,934,442 | ||
|
Magnolia Oil & Gas Corp MGY
Class B Common Stock · derivative
|
2024-09-23 | Conversion | 4,934,442 | $0.00 | |
|
Magnolia Oil & Gas Corp MGY
Class A Common Stock
|
2024-09-23 | Sell | 7,000,000 | $25.86 | 181,020,000 |
|
Magnolia Oil & Gas Corp MGY
Class B Common Stock · derivative
|
2024-05-14 | Sell | 3,000,000 | $25.58 | 76,740,000 |
|
Magnolia Oil & Gas Corp MGY
Class A Common Stock
|
2024-05-14 | Conversion | 7,868,884 | ||
|
Magnolia Oil & Gas Corp MGY
Class A Common Stock
|
2024-05-14 | Sell | 12,000,000 | $25.58 | 306,960,000 |
|
Magnolia Oil & Gas Corp MGY
Class B Common Stock · derivative
|
2024-05-14 | Conversion | 7,868,884 | $0.00 | |
|
Magnolia Oil & Gas Corp MGY
Class B Common Stock · derivative
|
2022-11-08 | Conversion | 4,883,627 | $0.00 | |
|
Magnolia Oil & Gas Corp MGY
Class A Common Stock
|
2022-11-08 | Conversion | 4,883,627 | ||
|
Magnolia Oil & Gas Corp MGY
Class A Common Stock
|
2022-11-08 | Sell | 7,500,000 | $24.26 | 181,950,000 |
|
Magnolia Oil & Gas Corp MGY
Class B Common Stock · derivative
|
2022-11-08 | Sell | 2,000,000 | $24.26 | 48,520,000 |
|
Magnolia Oil & Gas Corp MGY
Class B Common Stock · derivative
|
2022-06-06 | Conversion | 4,883,627 | $0.00 | |
|
Magnolia Oil & Gas Corp MGY
Class A Common Stock
|
2022-06-06 | Conversion | 4,883,627 | ||
|
Magnolia Oil & Gas Corp MGY
Class A Common Stock
|
2022-06-06 | Sell | 7,500,000 | $27.01 | 202,575,000 |
|
Magnolia Oil & Gas Corp MGY
Class B Common Stock · derivative
|
2022-06-06 | Sell | 2,000,000 | $27.01 | 54,020,000 |
|
Magnolia Oil & Gas Corp MGY
Class A Common Stock
|
2022-03-14 | Conversion | 4,745,923 | ||
|
Magnolia Oil & Gas Corp MGY
Class A Common Stock
|
2022-03-14 | Sell | 7,500,000 | $21.72 | 162,900,000 |
|
Magnolia Oil & Gas Corp MGY
Class B Common Stock · derivative
|
2022-03-14 | Conversion | 4,745,923 | $0.00 | |
|
Magnolia Oil & Gas Corp MGY
Class B Common Stock · derivative
|
2022-03-14 | Sell | 2,500,000 | $21.72 | 54,300,000 |
| showing 20 of 49 most recent transactions | |||||
| Comparable Firms | State | AUM |
|---|---|---|
|
Centricus Investment Advisors US LLC
✚
|
CA | 1,021.0 M |
|
NorthStar Company LLC
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MN | 1,020.8 M |
|
WM Partners LP
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|
FL | 1,019.6 M |
|
MCD-kissner GP LLC
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|
KS | 1,017.6 M |
|
Edge Natural Resources LLC
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|
TX | 1,016.7 M |
|
Brigham Management LLC
✚
|
TX | 1,011.1 M |
|
Growth Catalyst Partners LP
✚
|
IL | 1,010.9 M |
|
Renovo Capital LLC
✚
|
TX | 1,008.1 M |
|
Daybreak Fund Advisors LLC
✚
|
TX | 1,007.5 M |
|
BHMS Investments LP
✚
|
CT | 1,005.5 M |