BP CAPITAL ENERGY ADVISORS, LLC

RIASEC RegisteredEst. 2013
Total AUM
$537M
Discretionary
$537M
100% of AUM
Avg account
$89.5M
Accounts
6
Employees
9
Advisory reps
3

Firm details

Headquarters
DALLAS, Texas
CRD number
167087
Registered since
July 25, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

BP Capital Energy Advisors, LLC is an energy-focused private equity adviser that manages pooled investment vehicles for institutional clients. The firm serves as sponsor, general partner and managing member on closed-ended funds and directs capital into energy-sector opportunities, with particular emphasis on oil & gas and related commodity exposures. Registered with the SEC in 2013, the firm charges a combination of asset-based fees and performance-based fees tied to fund results. BP Capital identifies itself as a private equity fund manager rather than a diversified registered adviser and does not describe itself as an active ESG investor. Its business model centers on concentrated fund sponsorship and portfolio management for pooled vehicles. That structure points to hands-on deal sourcing, control or co-investment strategies and direct operational involvement in energy assets, rather than a broad retail advisory mandate. The client base is institutional and relatively concentrated, consistent with the firm’s role as GP and allocator to energy-specific strategies.

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

1 of 1
  • Michael Blackburn

    Chief Compliance Officer And Chief Financial OfficerCRD 8090073

Contacts

2 of 2
  • MICHAEL WATZKY

    Managing Partner and Co-FounderCRD 2091220

  • ALEKSANDER SZEWCZYK

    Managing PartnerCRD 3108487

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

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
2911 Turtle Creek Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth