PELICAN ENERGY PARTNERS

RIASEC RegisteredEst. 2016
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$168M
Accounts
6
Employees
29
Advisory reps
6

Firm details

Headquarters
HOUSTON, Texas
CRD number
163267
Registered since
April 15, 2016
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pelican Energy Partners is a privately held limited liability company that operates as a private equity fund manager focused on institutional clients. The firm registered with the SEC in 2016 and combines percentage-of-AUM and performance-based fee arrangements. Its regulated advisory activity centers on portfolio management for pooled investment vehicles, and the firm frequently serves in sponsor and general partner roles and as managing member of those vehicles. Pelican does not identify as an active ESG investor and is not organized as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

1 of 1
  • CARA GARLOW

    Chief Compliance OfficerCRD 4164341

Contacts

3 of 5
  • MICHAEL SCOTT

    ManagerCRD 6059370

  • JOHN SURINA

    Managing DirectorCRD 8246609

  • SAMUEL VESELKA

    Managing DirectorCRD 8246604

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

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
2050 W Sam Houston Pkwy S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth