Private fund adviser · Houston, TX
Pickering Energy Partners LP
SEC-registered investment adviser · CRD 302116 · SEC 801-116833
At a glance
Pickering Energy Partners LP is an SEC-registered investment adviser based in Houston, Texas, with $1.7 billion in regulatory assets under management as of its Form ADV filed May 26, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 1,835th of 4,686 private fund advisers and 4,033rd of 17,210 SEC-registered advisers by assets.
Main office 713-804-7575pickeringenergypartners.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.7B
- Rank among private fund advisers
- #1,835 of 4,686
- Rank among all SEC RIAs
- #4,033 of 17,210
- Rank in Texas
- #225 of 1,081
- Clients
- 13
- Accounts
- 13
- Discretionary
- 100% of AUM
- Employees
- 51
- Advisory staff
- 11
- Offices
- 1
Owners and executives on its Form ADV
- Daniel R. PickeringChief Investment Officer
- Walker N. MoodyPresident
- Jishnu GuhaManaging Director, Chief Compliance Officer
- Francis A. BurgoyneManaging Director, Chief Financial Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Pickering Energy Partners LP is a hybrid RIA: 26 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: PEP Advisory LLC.
- PEP Advisory LLC ↗CRD 166636
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 10 | $1.2B | 70% |
| Investment companies | 1 | $469M | 28% |
| Pension and profit sharing plans | 2 | $27M | 2% |
Private funds
Pickering Energy Partners LP reports 10 private funds with $1.2B in gross assets: hedge funds, private equity funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Pickering Energy Partners LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗pickeringenergypartners.com ↗
AtlasMembers
The full record on Pickering Energy Partners LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 6 years of filings
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- Growth over one, three and five years
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- Rank against 1,932 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Pickering Energy Partners LP manage?
Pickering Energy Partners LP reports $1.7 billion in regulatory assets under management across 13 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 26, 2026.
What kind of firm is Pickering Energy Partners LP?
Pickering Energy Partners LP is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Pickering Energy Partners LP’s clients?
By assets, its largest client types are pooled investment vehicles ($1.2 billion, 10 clients); investment companies ($469 million, 1 clients); pension and profit sharing plans ($27 million, 2 clients).
Does Pickering Energy Partners LP manage private funds?
Yes. It reports 10 private funds with $1.2 billion in gross assets, including hedge funds, private equity funds, other private funds.
Does Pickering Energy Partners LP have any disciplinary history?
Pickering Energy Partners LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Pickering Energy Partners LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →