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| Enervest Investment Services LLC
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|---|---|
| CRD # | 297181 |
| SEC # | 801-113436 |
| CIK # | |
| AUM | $1.5 BB (2024-05-23) |
| Employees | 329 (4% Investors, 0% Brokers) |
| Phone | 713-659-3500 |
| Address | 1001 Fannin Street Houston, TX 77002 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Enervest Energy Institutional Fund Xiv-2A LP | [2018-10-16] | 0.0 | 61.2 |
| PE | Enervest Energy Institutional Fund Xiv-3A LP | [2018-10-16] | 110.0 | 62.5 |
| PE | Enervest Energy Institutional Fund Xiv-A LP | [2018-10-16] | 8.0 | 784.4 |
| PE | Enervest Energy Institutional Fund Xiv-C-Aiv LP | 2018-10-16 | 79.6 | |
| PE | Enervest Energy Institutional Fund Xiv-C LP | [2018-10-16] | 0.0 | 407.4 |
| Other | BEP Legacy 1C LLC | [2012-02-14] | 60.0 | 0.0 |
| Other | BEP Legacy 2A LLC | [2012-02-14] | 1.2 | 0.6 |
| Other | BEP Legacy A LLC | [2012-02-14] | 717.6 | 1.4 |
| Other | BEP Legacy C LLC | [2012-02-14] | 648.6 | 1.9 |
| Other | Enervest Energy Institutional Co-Investment Fund X-1 LP | 2012-02-14 | 67.6 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 | 10 | 1.5 |
| (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 | 10 | 1.5 |
| By Discretionary | ||
| Discretionary | 10 | 1.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10 | 1.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.5 | |
| Total | 10 | 1.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| John Walker | 99 | |||
| James Vanderhider | 18 | |||
| Enervest Ltd | 18 | |||
| Mark Houser | 10 | |||
| Ken Mariani | 9 | |||
| Enervest Institutional GP Ltd | 8 | |||
| Enervest Management GP LC | 6 | |||
| BEP Management Partners LLC | 4 | |||
| Kelly Day | 4 | |||
| EIFA Xiv-3A LLC | 1 | |||
| View All | ||||
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