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| ESP Investment Advisors LLC
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| |
|---|---|
| CRD # | 298553 |
| SEC # | 801-117556 |
| CIK # | |
| AUM | $1.9 BB (2024-03-27) |
| Employees | 19 (63% Investors, 0% Brokers) |
| Phone | 214-987-6100 |
| Address | 5956 Sherry Lane Dallas, TX 75225 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| VC | Energy Spectrum Partners VIII LP | [2018-12-27] | 969.2 | 1,154.0 |
| VC | Energy Spectrum Partners VII LP | [2015-03-27] | 1,225.2 | 698.1 |
| VC | Energy Spectrum Partners VI LP | [2012-03-27] | 978.8 | 34.5 |
| 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 | 1.9 |
| (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 | 1.9 |
| By Discretionary | ||
| Discretionary | 3 | 1.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 3 | 1.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Leland White | 8 | |||
| Alison Fischer | 3 | |||
| Benjamin Davis | 17 | |||
| James Benson | 16 | |||
| James Spann | 4 | |||
| Mark Honeybone | 3 | |||
| Peter Augustini | 3 | |||
| Thomas Whitener Jr | 3 | |||
| Michael Mayon | 1 | |||
| Energy Spectrum Capital VII LP | 1 | |||
| View All | ||||
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