THE ENERGY & MINERALS GROUP LP

RIASEC RegisteredEst. 2026
Total AUM
$12B
Discretionary
$12B
100% of AUM
Avg account
$211M
Accounts
57
Employees
22
Advisory reps
5

Firm details

Headquarters
HOUSTON, Texas
CRD number
339275
Registered since
March 6, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

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Overview

The Energy & Minerals Group LP is organized as a limited partnership that operates as a private equity sponsor and adviser to pooled investment vehicles. It serves institutional clients and charges a mix of asset-based and performance-linked fees. The firm's advisory mandate centers on portfolio management for its pooled funds, and it also functions as a general partner/sponsor and managing member for those vehicles. The adviser is not positioned as an ESG-focused investor and is not registered as a multi-state adviser; its SEC registration is listed as 2026. Ownership is indicated as a domestic entity and individual structure.

Assets & Accounts

Investments & Alternatives

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

3 of 4
  • Yan Wang

    Chief Compliance OfficerCRD 8157999

  • Rachel Cowsert

    Chief Tax OfficerCRD 7717695

  • LAURA TYSON

    Chief Operating Officer and Managing DirectorCRD 6316373

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Contacts

1 of 1
  • JOHN CALVERT

    President & Managing PartnerCRD 2577896

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
2229 San Felipe St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth