CARAVELA ENERGY PARTNERS LP

RIASEC RegisteredEst. 2022
Total AUM
$529M
Discretionary
$529M
100% of AUM
Avg account
$58.8M
Accounts
9
Employees
16
Advisory reps
2

Firm details

Headquarters
DARIEN, Connecticut
CRD number
323131
Registered since
November 14, 2022
Custodians
GOLDMAN SACHS & CO. LLC, SCOTIA BANK
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles69.95%
  • Other30.05%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Caravela Energy Partners LP is a limited partnership operating as a hedge fund with a clear focus on energy-related strategies. Registered with the SEC in 2022, the firm functions as a commodity pool operator/commodity trading advisor (CPO/CTA) and also serves as sponsor, general partner and managing member for pooled investment vehicles. Its client base skews institutional, and its business model combines portfolio management for pooled vehicles with discretionary portfolio management for individuals, small businesses and institutional clients. Investment activity centers on energy and commodity exposures delivered through derivatives and pooled vehicles. The firm charges a combination of asset-based fees and performance fees consistent with hedge-fund economics, and it uses structures that allow active trading and liquidity management. Caravela is not flagged as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Derivatives 81%, Cash & Cash Equivalents 18%81%
  • Derivatives81%
  • Cash & Cash Equivalents18%

Owners & executives

1 of 1
  • FARZINE HACHEMIAN

    President and COOCRD 3121998

Contacts

1 of 1
  • MIGUEL FERREIRA

    Managing PartnerCRD 4821252

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DARIEN, CT

FAIRFIELD

Location

DARIEN, CT

Headquartered in DARIEN, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
19 Old Kings Hwy S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth