Pickering Energy Partners LP
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 302116
- Registered since
- June 21, 2019
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles70.14%
- Investment Companies28.25%
- Pension & Profit Sharing Plans1.61%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pickering Energy Partners LP is a limited partnership that operates as a hybrid manager, combining private equity and hedge fund strategies with portfolio management for pooled vehicles and institutional clients. The firm registered with the SEC in 2019 and serves predominantly institutional investors. Its compensation approach mixes asset-based fees with performance-linked fees, and it does not identify as an active ESG investor. Beyond investment management, Pickering Energy Partners is involved in sponsor and general partner roles for pooled investment vehicles and maintains a broker-dealer affiliation. Its advisory scope includes managing portfolios for investment companies, pooled vehicles and institutional entities.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities92%
- Cash & Cash Equivalents5%
- Derivatives3%
Owners & executives
2 of 2
Francis Burgoyne
Managing Director, Chief Financial OfficerCRD 4653424
Daniel Pickering
Chief Investment OfficerCRD 2832592
Contacts
2 of 2
Walker Moody
PresidentCRD 5007440
Jishnu Guha
Managing DirectorCRD 4908714
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 6Active vs passive
$2.5M in ETFs
100%
$2.5M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) S&P(R) OIL & GAS EXPLORATION & PRODUCTION ETF (XOP) | State Street | Passive | Equity Energy | $545K | 3,000 | 22.25% |
Location
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
- 100 Waugh Dr
- Time zone
- CT (UTC-6)
- Office locations
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