Ngp Energy Capital Management, LLC (Irving)


Ngp Energy Capital Management, LLC is a large advisory firm based in Irving. It manages $12.43 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.

Logo

Ngp Energy Capital Management 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.

Ngp Energy Capital Management: assets under management

The assets under management (AUM) of Ngp Energy Capital Management, LLC is $12.43 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12.43 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.38 billion each.
Ngp Energy Capital Management has custody of $8.58 billion in cash and securities for 9 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ngp Energy Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ngp Energy Capital Management serves?

The only and largest group of clients of Ngp Energy Capital Management is pooled investment vehicles with 9 clients and $12.43 billion of assets under management. Among the 8 most similar advisory firms, Ngp Energy Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.


The amount of regulatory assets under management is $12.43 billion for 9 clients. None of the firm’s clients are foreign persons or businesses.

Ngp Energy Capital Management also advises several private funds. Namely, nine private equity funds.

Careers at Ngp Energy Capital Management, LLC

The company employs 57 people that are either part- or full-time employees. 54 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone 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.

Jill Wertheimer Lampert joined the executive team most recently as the Managing Member.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Kenneth Asher Hersh Chief executive officer 1 Oct 1988 Other 4822291
Christopher Dean Ray General counsel 1 Feb 2003 Other 6022278
Cpia Acquisition No. 1 Llc Member 1 Oct 2006 25% - 50% 35-2281881
L.P. Ecm Capital Member 1 Jun 2007 Other 74-3209395
Lp Ecm Capital Member 1 Jun 2007 50% - 75% 74-3209395
Jill Wertheimer Lampert Chief financial & administrative officer 1 Jan 2011 Other 6022644
Nelson Alfredo Rolong Chief compliance officer 1 Feb 2011 Other 5769229
L.L.C. Ngp Management Company Member 1 Dec 2012 75% - 100% 46-2035512
Anthony Richard Weber Chief operating officer 1 Nov 2013 Other 6317182
Llc Ecma Holdings Member 1 Sep 2014 Other 47-1922600
Jeffrey Alan Zlotky General counsel 1 Mar 2015 Other 6468606
Christopher George Carter Managing partner 1 Mar 2015 Other 6774694

Indirect Owners

The SEC currently registers 25 indirect owners.

Name Entity Date acquired Ownership Employer ID
L.L.C. Tc Group Shareholder 1 Dec 2001 75% - 100% 54-1686957
Barclays Bank Plc Owner 1 Nov 2004 75% - 100% foreign
Limited Cpia Investments No. 1 Owner 1 Oct 2006 75% - 100% foriegn
Northwarf Investments Limited Owner 1 Oct 2006 75% - 100% foreign
Cpia Finance No. 1. Llc Owner 1 May 2007 75% - 100% 26-0150021
Llc Cpia Holdings No.1 Owner 1 May 2007 75% - 100% 26-0152034
Inc. Cpia Equity No. 1 Owner 1 May 2007 75% - 100% 37-1530729
Kenneth Asher Hersh Limited partner 1 Jun 2007 25% - 50% 4822291
L.L.C. Ecmc Gp General partner 1 Jun 2007 Other 26-2253975
L.L.C. Ecmc Gp General partner 1 Mar 2008 Other 26-2253975
Kenneth Asher Hersh Member 1 Mar 2008 25% - 50% 4822291
Carlyle Group Management L.L.C. General partner 1 Jul 2011 Other 45-2831199
Carlyle Holdings I Gp Sub L.L.C. General partner 1 Nov 2011 Other 61-1675874
Inc. Carlyle Holdings I Gp Member 1 Nov 2011 75% - 100% 80-0784146
The Carlyle Group L.P. Shareholder 1 Nov 2011 75% - 100% 45-2832612
Carlyle Holdings I L.P. Managing member 1 May 2012 75% - 100% 80-0784309
L.P. Ecm Capital Member 1 Dec 2012 25% - 50% 74-3209395
L.L.C. Carlyle Knox Holdings Member 1 Dec 2012 50% - 75% 80-0877150
L.L.C. Tc Group Member 1 Dec 2012 75% - 100% 54-1686957
Inc. Cim (Delaware) Managing member 1 Dec 2012 Other 26-2164807
Kenneth Asher Hersh Member 1 Sep 2014 25% - 50% 4822291
Jill Wertheimer Lampert Managing member 1 Mar 2017 25% - 50% 6022644
Anthony Richard Weber Managing member 1 Mar 2017 25% - 50% 6317182
Christopher George Carter Managing member 1 Mar 2017 25% - 50% 6774694
Craig Schuyler Glick Managing member 1 Mar 2017 25% - 50% 6927160

Based in Irving

The principal office where Ngp Energy Capital Management, LLC performs its advisory services is located at 5221 N. O'connor Blvd., 11 Th Floor, Irving, TX 75039, 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 972-432-1440 or by fax 972-432-1441. The normal business hours are 8:30-5:30 on Monday - Friday. You can find more information about the New York firm at ngpenergycapital.com.