Investment adviser · CRD 297181

ENERVEST INVESTMENT SERVICES, L.L.C.

Investment adviser filing (IA)

HOUSTON, TX, United States · Form ADV filed May 6, 2026

Regulatory AUM
$1.01B
Form ADV · Item 5.F
Client accounts
8
Accounts, not individual clients
Employees
316
Reported in this filing
Advisory professionals
9
Investment advisory functions

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 vehicles8$1,013,858,537100.0%
Filing source

Form ADV 2103663 · May 6, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

9 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BEP LEGACY C, LLCOther Private Fund · Last reported May 6, 2026$2.39MGross asset value

Form D fundraising filings

BEP Legacy C, LLC

Auditor BDO USA, P.C. HOUSTON, Texas, United States
Custodian CADENCE BANK HOUSTON, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, P.C.
PCAOB 243

Fund details & source
Fund ID
805-2699797542
Reported beneficial owners
45
Minimum commitment
$0
Form D file number
021-297985

Form ADV 2103663 · May 6, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BEP LEGACY A, LLCOther Private Fund · Last reported May 6, 2026$1.96MGross asset value

Form D fundraising filings

BEP Legacy A, LLC

Auditor BDO USA, P.C. HOUSTON, Texas, United States
Custodian CADENCE BANK HOUSTON, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, P.C.
PCAOB 243

Fund details & source
Fund ID
805-2804358311
Reported beneficial owners
49
Minimum commitment
$0
Form D file number
021-297981

Form ADV 2103663 · May 6, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BEP LEGACY 2A, LLCOther Private Fund · Last reported May 6, 2026$1.02MGross asset value

Form D fundraising filings

BEP Legacy 2A, LLC

Auditor BDO USA, P.C. HOUSTON, Texas, United States
Custodian CADENCE BANK HOUSTON, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, P.C.
PCAOB 243

Fund details & source
Fund ID
805-6628764539
Reported beneficial owners
5
Minimum commitment
$0
Form D file number
021-302890

Form ADV 2103663 · May 6, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BEP LEGACY 1C, LLCOther Private Fund · Last reported May 6, 2026$0Gross asset value

Form D fundraising filings

BEP Legacy 1C, LLC

Auditor BDO USA, P.C. HOUSTON, Texas, United States
Custodian CADENCE BANK HOUSTON, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

BDO USA, P.C.
PCAOB 243

Fund details & source
Fund ID
805-9063258232
Reported beneficial owners
5
Minimum commitment
$0
Form D file number
021-302877

Form ADV 2103663 · May 6, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ENERVEST ENERGY INSTITUTIONAL FUND XIV-A, L.P.Private Equity Fund · Last reported May 2, 2025$560MGross asset value

Form D fundraising filings

EnerVest Energy Institutional Fund XIV-1A, L.P.

Auditor DELOITTE & TOUCHE LLP HOUSTON, Texas, United States
Custodian JPMORGAN CHASE & CO. HOUSTON, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source
Fund ID
805-6093696141
Reported beneficial owners
61
Minimum commitment
$5M
Form D file number
021-253612

Form ADV 1983021 · May 2, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ENERVEST ENERGY INSTITUTIONAL FUND XIV-C, L.P.Private Equity Fund · Last reported May 2, 2025$280MGross asset value

Form D fundraising filings

EnerVest Energy Institutional Fund XIV-C, L.P.

Auditor DELOITTE & TOUCHE LLP HOUSTON, Texas, United States
Custodian JPMORGAN CHASE & CO. HOUSTON, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source
Fund ID
805-3965844058
Reported beneficial owners
81
Minimum commitment
$5M
Form D file number
021-235719

Form ADV 1983021 · May 2, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

ENERVEST ENERGY INSTITUTIONAL FUND XIV-C-AIV, L.P.Private Equity Fund · Last reported May 2, 2025$54.9MGross asset value
Auditor DELOITTE & TOUCHE LLP HOUSTON, Texas, United States
Custodian JPMORGAN CHASE & CO. HOUSTON, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source
Fund ID
805-2068399897
Reported beneficial owners
2
Minimum commitment
$5M

Form ADV 1983021 · May 2, 2025 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 6, 2026. View historical filings

Reported services

Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

1001 FANNIN STREET, SUITE 800
HOUSTON, TX, 77002, United States

CRD 297181

Filing source

Form ADV 2103663 · May 6, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.