ZARVONA ENERGY LLC

RIASEC RegisteredEst. 2017
Total AUM
$423M
Discretionary
$423M
100% of AUM
Avg account
$84.6M
Accounts
5
Employees
102
Advisory reps
3

Firm details

Headquarters
HOUSTON, Texas
CRD number
288820
Registered since
October 6, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Zarvona Energy LLC is a privately held limited liability company that registered with the SEC in 2017 and operates as a private equity sponsor focused on pooled investment vehicles. The firm serves an institutional client base and primarily provides portfolio management for its own private funds, acting as general partner, sponsor and managing member of those vehicles rather than as a third‑party allocator. Ownership is individual and the firm charges a combination of asset‑based and performance fees. The firm is not positioned as an ESG investor, it is not a multi‑state adviser, and it does not present itself as a pension consultant. Related adviser relationships are indicated, consistent with a structure that runs several affiliated private funds and management entities.

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

2 of 2
  • KATHRYN MACASKIE

    President, CEOCRD 6046874

  • ROBERT MACASKIE

    Vice President, CFOCRD 6316590

Contacts

1 of 1
  • MATTHEW JURGENS

    Executive OfficerCRD 6316585

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
1001 McKinney St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth