Investment adviser · CRD 167087

BP CAPITAL ENERGY ADVISORS, LLC

DALLAS, TX, United States · Form ADV filed Sep 28, 2022

Regulatory AUM
$635M
Form ADV · Item 5.F
Client accounts
2
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
6
Investment advisory functions

How this adviser has changed

Annual filings

Regulatory assets under management

Reported regulatory AUM by annual filing$0$318M$635MFY 2021: $635,221,278.00FY 2021

Up to five fiscal years, using the latest annual update available at the selected filing date. Asset changes can reflect acquisitions, client flows, and valuations; they are not investment returns.

Annual adviser history and sources
Fiscal yearRegulatory AUMEmployeesFiled
2021$635,221,2789Mar 31, 2022

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles2$635,221,278100.0%
Filing source

Form ADV 1677696 · Sep 28, 2022 · Item 5.D

Reported by BP CAPITAL ENERGY ADVISORS, LLC (CRD 167087).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Custodian · funds reporting this exact name in the selected filing

These are reported-name connections within this adviser's filing, not a verified global provider identity or market-wide client count.

Private funds & service providers

2 detailed fund records

Largest reported gross asset value first; unreported values last. Gross asset value is fund-level disclosure, distinct from adviser AUM and Form D fundraising. Master and feeder funds may overlap.

BP NATURAL GAS OPPORTUNITY PARTNERS II, LPPrivate Equity Fund$352MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator BLUE RIVER PARTNERS LLC DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor PRICEWATERHOUSE COOPERS LLP GRAND CAYMAN, Cayman Islands Other funds reporting this name →
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No Other funds reporting this name →
Marketer EQUUS FINANCIAL CONSULTING LLC NEW CANAAN, Connecticut, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

PRICEWATERHOUSE COOPERS LLP
PCAOB 238

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

EQUUS FINANCIAL CONSULTING LLC
CRD 131449 · SEC 8-66467

Fund details & source
Fund ID
805-7847591059
Reported beneficial owners
70
Minimum commitment
$5M
Form D file number
021-312165

Form ADV 1677696 · Sep 28, 2022 · Schedule D 7.B.(1)

Reported by BP CAPITAL ENERGY ADVISORS, LLC (CRD 167087).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

BP NATURAL GAS OPPORTUNITY PARTNERS, L.P.Private Equity Fund$283MGross asset value

Form D fundraising filings

View filings for the issuer linked by this fund’s reported Form D file numbers.

Fund administrator BLUE RIVER PARTNERS, LLC DALLAS, Texas, United States Investor statements: Yes (provided to all investors) Related to adviser: No Other funds reporting this name →
Auditor PRICEWATERHOUSE COOPERS LLP GRAND CAYMAN, Cayman Islands Other funds reporting this name →
Custodian MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED NEW YORK, New York, United States Related to adviser: No Other funds reporting this name →
Custodian SILICON VALLEY BANK SANTA CLARA, California, United States Related to adviser: No Other funds reporting this name →
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PRICEWATERHOUSE COOPERS LLP
PCAOB 238

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SEC 8-7221

Fund details & source
Fund ID
805-4680458696
Reported beneficial owners
82
Minimum commitment
$5M
Form D file number
021-216602

Form ADV 1677696 · Sep 28, 2022 · Schedule D 7.B.(1)

Reported by BP CAPITAL ENERGY ADVISORS, LLC (CRD 167087).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Services & filing details

Showing values from the selected filing. Latest observed filing does not establish current registration status.

What changed?

Since Mar 31, 2022 · previous imported filing

No comparable changes in the displayed metrics.

Filing source

Form ADV 1677696 · Sep 28, 2022 · Items 1 & 5

Reported by BP CAPITAL ENERGY ADVISORS, LLC (CRD 167087).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.

Management of assets

Discretionary
$635M
Non-discretionary
$0

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

2911 TURTLE CREEK BOULEVARD, SUITE 400
DALLAS, TX, 75219, United States

CRD 167087

Filing source

Form ADV 1677696 · Sep 28, 2022 · Items 1 & 5

Reported by BP CAPITAL ENERGY ADVISORS, LLC (CRD 167087).

Other-Than Anual Amendment For Registered Adviser.

Official IAPD profile (latest public filing). Historical values on this page come from the SEC/IAPD filing archive; the public profile may show a newer filing.