CARNELIAN ENERGY CAPITAL MANAGEMENT, LP

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
HOUSTON, Texas
CRD number
270008
Registered since
November 25, 2015

Firm profile

FINTRX

Overview

Carnelian Energy Capital Management, LP is organized as a limited partnership and has been SEC-registered since 2015. The firm is owned by a combination of a domestic entity and an individual and is classified in the dataset as unclassified rather than by a standard adviser category. It does not report acting as a capital allocator and is not identified as an active ESG investor. The firm is not described as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser to another registered firm. In its capacity as an investment vehicle sponsor, Carnelian Energy is listed as a CPO/CTA and as a sponsor, general partner, and managing member of pooled investment vehicles, which indicates its primary activity is creating and running private funds rather than providing traditional retail advisory services.

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

Owners & executives

1 of 1
  • Jeffrey Gilbert

    Chief Operating OfficerCRD 6841892

Contacts

2 of 2
  • Tomas Ackerman

    PartnerCRD 6582638

  • DANIEL GOODMAN

    PartnerCRD 5040007

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

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

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
2229 San Felipe St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth