ARROYO ENERGY INVESTMENT PARTNERS LLC

RIASEC RegisteredEst. 2015
Total AUM
$2.3B
Discretionary
$2.3B
100% of AUM
Avg account
$190M
Accounts
12
Employees
20
Advisory reps
7

Firm details

Headquarters
SPRING, Texas
CRD number
173735
Registered since
June 17, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Arroyo Energy Investment Partners LLC is an SEC-registered limited liability company formed in 2015 that operates as a private equity fund sponsor and manager. The firm serves an institutional client base and functions as sponsor, general partner, and managing member of pooled investment vehicles. Its regulatory and business activities include acting as a CPO/CTA and providing portfolio management for pooled investment vehicles. Compensation is a mix of a percentage-of-assets fee and performance-based fees. The firm does not identify as an active ESG investor and is organized under individual ownership.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Diane Lancaster

    Chief Compliance Officer and Senior CounselCRD 8084675

  • KIMBERLY AKBAR

    Chief Financial OfficerCRD 7978838

Contacts

3 of 5
  • BRANDON WAX

    PartnerCRD 5343650

  • LUIS FELIPE PINTO RUBIO

    PartnerCRD 3121870

  • Cesar Araneda Kauret

    PartnerCRD 6573715

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SPRING, TX

HARRIS

Location

SPRING, TX

Headquartered in SPRING, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
1700 City Plaza Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth