⚲
|
ESP Investment Advisors LLC
✚
|
|
---|---|
CRD # | 298553 |
SEC # | 801-117556 |
CIK # | |
AUM | $1.9 BB (2023-03-29) |
Employees | 19 (58% Investors, 0% Brokers) |
Phone | 214-987-6100 |
Address | 5956 Sherry Lane Dallas, TX 75225 |
Source | [IAPD] [Website] [Twitter] |
Total AUM ($BB) |
---|
Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
VC | Energy Spectrum Partners VIII LP | [2018-12-27] | 969.2 | 932.0 |
VC | Energy Spectrum Partners VII LP | [2015-03-27] | 1,225.2 | 959.4 |
VC | Energy Spectrum Partners VI LP | [2012-03-27] | 978.8 | 313.3 |
VC | Energy Spectrum Partners V LP | [2012-03-27] | 14.2 |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 3 | 2.2 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 3 | 2.2 |
By Discretionary | ||
Discretionary | 3 | 2.2 |
Non-Discretionary | 0 | 0.0 |
Total | 3 | 2.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 2.2 | |
Total | 3 | 2.2 |
Form D Directors | # Filings | # Firms | 2011 - 2023 | |
---|---|---|---|---|
Leland White | 8 | |||
Alison Fischer | 3 | |||
Benjamin Davis | 16 | |||
James Benson | 16 | |||
Peter Augustini | 3 | |||
James Spann | 3 | |||
Mark Honeybone | 3 | |||
Thomas Whitener Jr | 3 | |||
Michael Mayon | 1 | |||
Energy Spectrum Capital VIII LP | 1 | |||
View All |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Kensington Asset Management LLC
✚
|
TX | 1.9 |
Scout Energy Management LLC
✚
|
TX | 1.9 |
VETA Investment Partners LLC
✚
|
KS | 1.9 |
Daiwa Asset Management America Ltd
✚
|
NY | 1.9 |
CION Investment Management LLC
✚
|
NY | 1.9 |
Atlas Infrastructure Partners UK Ltd
✚
|
1.8 | |
Popular Asset Management LLC
✚
|
PR | 1.8 |
CIM Capital IC Management LLC
✚
|
CA | 1.8 |
Paralel Advisors LLC
✚
|
CO | 1.8 |
Stone Hill Fiduciary Management LLC
✚
|
NY | 1.8 |