Cibolo Energy Partners, LLC (Houston)

Name: Cibolo Energy Partners, LLC
Address: 1455 West Loop South, Houston, TX, 77027
Telephone: 713-357-7570

Cibolo Energy Partners, LLC is a large advisory firm based in Houston. It manages $314.98 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Texas.

Cibolo Energy Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cibolo Energy Partners: assets under management

The assets under management (AUM) of Cibolo Energy Partners, LLC is $314.98 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $314.98 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $63 million each.

Cibolo Energy Partners has custody of $100.8 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cibolo Energy Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Cibolo Energy Partners serves?

The only and largest group of clients of Cibolo Energy Partners is pooled investment vehicles with 5 clients and $314.98 million of assets under management. Among the 8 most similar advisory firms, Cibolo Energy Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $314.98 million for 5 clients. None of the firm’s clients are foreign persons or businesses.

Cibolo Energy Partners also advises several private funds. Namely, five other private funds. The minimum investment commitment required of non-related persons ranges from $50,000 to $5,000,000.

Careers at Cibolo Energy Partners, LLC

The company employs 8 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Justin Miles Teltschik	Managing partner	1 Jun 2016	50% - 75%	2926342
J William Sikora	Managing partner	1 Jun 2016	50% - 75%	4666134
Patrick Ponce	Coo/cfo/cco	1 Jul 2017	Other	6942906

Based in Houston

The principal office where Cibolo Energy Partners, LLC performs its advisory services is located at 1455 West Loop South, Houston, TX 77027, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-357-7570. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at ciboloenergy.com.