Bluescape Energy Partners, LLC (Dallas)

Name: Bluescape Energy Partners, LLC
Address: 200 Crescent Court,, Dallas, TX, 75201
Telephone: 214-855-2260

Bluescape Energy Partners, LLC is a large advisory firm based in Dallas. It manages $1.14 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Texas.

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

Bluescape Energy Partners: assets under management

The assets under management (AUM) of Bluescape Energy Partners, LLC is $1.14 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 189% since the beginning of its operation, and $9.98 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.14 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $228.05 million each.

Bluescape Energy Partners has custody of $822.56 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 Bluescape 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 Bluescape Energy Partners serves?

The only and largest group of clients of Bluescape Energy Partners is pooled investment vehicles with 5 clients and $1.14 billion of assets under management. Among the 9 most similar advisory firms, Bluescape Energy Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.14 billion for 5 clients. 40% of the firm’s clients are foreign persons or businesses.

Bluescape Energy Partners also advises several private funds. Namely, five private equity funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Bluescape Energy Partners, LLC

The company employs 12 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There are 2 people 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
Ronald Carl Hulme	Ceo	1 Jan 2015	Other	5655065
Jonathan A Siegler	Cfo	1 Jan 2015	Other	6019311
C John Wilder	Chairman and manager	1 Jan 2015	Other	6019202
Bluescape Resources Company	Sole member	1 Jan 2015	75% - 100%	26-3006479
Syedumar Faisal Ehtisham	Cco	1 Apr 2016	Other	5255031
Joseph Julian Scavetti	Cco	1 May 2018	Other	2275422

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
C John Wilder	Limited partner	1 Jul 2008	25% - 50%	6019202
Susan Anne Wilder	Limited partner	1 Jul 2008	25% - 50%	6672149
Bluescape Resources Investors Llc	Member	1 Oct 2009	75% - 100%	26-3006358
Jsw Energy Interests Lp	Sole member	1 Oct 2009	75% - 100%	27-1372417

Based in Dallas

The principal office where Bluescape Energy Partners, LLC performs its advisory services is located at 200 Crescent Court,, Dallas, TX 75201, 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 214-855-2260 or by fax 214-855-2265. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at bluescapepartners.com.