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The Energy & Minerals Group, LP (Dallas)


The Energy & Minerals Group, LP is a large advisory firm based in Dallas. It manages $3.15 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Texas.

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The Energy & Minerals Group 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.

The Energy & Minerals Group: assets under management

The assets under management (AUM) of The Energy & Minerals Group, LP is $3.15 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $3.15 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $350.29 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Energy & Minerals Group, LP 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.

Indirect Owners

The SEC currently registers 32 indirect owners.

Name Entity Date acquired Ownership Employer ID
Cpia Acquisition No. 1 Llc Member 1 Oct 2006 25% - 50% 35-2281881
Cpia Investments No. 1 Limited Owner 1 Oct 2006 75% - 100% foreign
Barclays Bank Plc Owner 1 Oct 2006 75% - 100% foreign
Inc. Cpia Equity No. 1 Owner 1 Oct 2006 75% - 100% 37-1530729
Llc Jrjc Gp General partner 1 Feb 2007 Other 20-8512035
John Thomas Raymond Limited partner 1 Feb 2007 75% - 100% 2198581
Llc Mnr Fund I Member 1 Feb 2007 50% - 75% 83-0434463
Llc Ngp Energy Capital Management Member 1 Feb 2007 50% - 75% 75-2762864
John Gregory Calvert Limited partner 1 Feb 2007 25% - 50% 2577896
Llc Calvert Management General partner 1 Feb 2007 Other 20-8494794
Suzanne Rita Calvert Limited partner 1 Feb 2007 50% - 75% 2306987
John Thomas Raymond Owner 1 Mar 2007 75% - 100% 2198581
L.P. Ecm Capital Member 1 Jun 2007 50% - 75% 74-3209395
Kenneth Asher Hersh Limited partner 1 Jun 2007 25% - 50% 4822291
Cpia Finance No. 1 Llc Owner 1 Mar 2009 75% - 100% 26-0150021
Llc Cpia Holdings No. 1 Owner 1 Mar 2009 75% - 100% 26-0152034
Limited Partnership Cpia England No. 2 Owner 1 Mar 2009 75% - 100% foreign
Northwarf Investsments Limited Owner 1 Mar 2009 75% - 100% foreign
Barclays Group Holdings Limited Owner 1 Mar 2009 75% - 100% foreign
John Thomas Raymond Owner 1 May 2009 75% - 100% 2198581
John Thomas Raymond Owner 1 Dec 2009 75% - 100% 2198581
Lee Raymond Owner 1 Dec 2009 75% - 100% 6026732
John Gregory Calvert Limited partner 1 Dec 2009 25% - 50% 2577896
Llc Ccp Lof Management General partner 1 Dec 2009 Other 27-1699374
Suzanne Rita Calvert Owner 1 Dec 2009 75% - 100% 2306987
John Thomas Raymond Owner 1 Jun 2011 75% - 100% 2198581
Lee Raymond Owner 1 Jun 2011 75% - 100% 6026732
Llc Calvert Management Ii General partner 1 Jun 2011 Other 45-2450171
Suzanne Rita Calvert Limited partner 1 Jun 2011 50% - 75% 2306987
John Thomas Raymond Limited partner 1 Sep 2011 25% - 50% 2198581
John Gregory Calvert Limited partner 1 Sep 2011 25% - 50% 2577896
Llc Emg Ee Fund Ii Gp General partner 1 Sep 2011 Other 45-3122593

Based in Dallas

The principal office where The Energy & Minerals Group, LP performs its advisory services is located at 2000 Mckinney Avenue, Dallas, TX 75201 1988, which is also the mailing address of the firm. An additional office of the firm is in Houston, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-432-1800 or by fax 972-432-1801. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.emgtx.com.


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