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 is a private equity–focused investment manager organized as a limited liability company and registered with the SEC in 2012. It primarily serves institutional clients and provides portfolio management for pooled investment vehicles, acting in sponsor and general partner capacities as well as managing member of those vehicles. The firm’s commercial model includes a mix of percentage-of-AUM fees, fixed fees, and performance-based fees. White Deer does not identify as an active ESG investor and appears structured to run closed-end or pooled alternative products rather than delivering broad retail advisory services.
Assets & Accounts
Investments & Alternatives
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 3
Ben 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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