|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| ESP Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 298553 |
| SEC # | 801-117556 |
| CIK # | |
| AUM | $1.6 B (2025-03-28) |
| Employees | 18 (61% Investors, 0% Brokers) |
| Phone | 214-987-6100 |
| Address | 5956 Sherry Lane Dallas, TX 75225 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| VC | Energy Spectrum Partners VIII LP | [2018-12-27] | 969.2 | 874.0 |
| VC | Energy Spectrum Partners VII LP | [2015-03-27] | 1,225.2 | 703.8 |
| VC | Energy Spectrum Partners VI LP | [2012-03-27] | 978.8 | 29.3 |
| VC | Energy Spectrum Partners V LP | [2012-03-27] | 14.2 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 1.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 1.6 |
| By Discretionary | ||
| Discretionary | 3 | 1.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 1.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.6 | |
| Total | 3 | 1.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Leland White | 8 | |||
| Alison Fischer | 3 | |||
| Benjamin Davis | 18 | |||
| James Benson | 16 | |||
| James Spann | 4 | |||
| Peter Augustini | 3 | |||
| Mark Honeybone | 3 | |||
| Thomas Whitener Jr | 3 | |||
| Energy Spectrum Capital VI LP | 1 | |||
| Energy Spectrum Capital VIII LP | 1 | |||
| View All | ||||
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Emerald Mutual Fund Advisers Trust
✚
|
PA | 1.7 |
|
Applied Finance Advisors LLC
✚
|
TX | 1.7 |
|
Sanford C Bernstein & Co LLC
✚
|
TN | 1.6 |
|
Energize Capital LLC
✚
|
IL | 1.6 |
|
North Wall Capital LLP
✚
|
1.6 | |
|
Phoenix Merchant Partners LP
✚
|
NY | 1.6 |
|
USA Financial Exchange LLC
✚
|
MI | 1.6 |
|
Brickwood Asset Management LLP
✚
|
1.6 | |
|
US Global Investors Inc
✚
|
TX | 1.6 |
|
Arthur Ventures Management 2 LLC
✚
|
MN | 1.5 |