WHITE DEER
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 161361
- Registered since
- March 29, 2012
- Website
- whitedeerenergy.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles96.4%
- Other3.6%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
White Deer operates as a private equity fund manager focused on institutional clients, serving primarily as sponsor, general partner and managing member for pooled investment vehicles. The firm provides portfolio management for those pooled vehicles and charges a mix of percentage-of-AUM, fixed and performance-based fees. Investment activity centers on private-market strategies and equity allocations, with an explicit preference for equity exposure through non-exchange-traded positions. White Deer does not position itself as an active ESG investor and its advisory footprint is concentrated rather than broad-based across states.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities69%
- Other31%
Contacts
3 of 3BEN GUILL
Founding PartnerCRD 1921316
THOMAS EDELMAN
Founding PartnerCRD 5192792
JAMES MENEELY
Managing PartnerCRD 2944511
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 700 Louisiana St
- Time zone
- CT (UTC-6)
- Office locations
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