← Directory
PICKERING ENERGY PARTNERS LP
CRD 302116File 801-116833
APPROVED
Custody
Filing as of May 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.66B
Top 25% of cohort (national)
Discretionary AUM
$1.66B
Clients
13
13 accounts
Employees
51
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 21, 2019
- Principal office
- 100 WAUGH DRIVE, SUITE 600, HOUSTON, TX, 77007
- Phone
- 713-804-7575
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.66B
- Discretionary AUM
- $1.66B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 13
- Non-discretionary accounts
- 0
- Total accounts
- 13
- AUM per client
- $127.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $468.8M |
| Pooled investment vehicles | 10 | $1.16B |
| Pension and profit sharing plans | Fewer than 5 | $26.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | AUM | $1,661,472,033 | $1,659,466,002 | decreased by$2,006,031 |
| Apr 1, 2026 | Employees | 60 | 51 | decreased by9 |
| Apr 1, 2026 | Clients | 16 | 13 | decreased by3 |
| Apr 1, 2026 | AUM | $1,372,528,357 | $1,661,472,033 | increased by$288,943,676 |
| Apr 1, 2026 | Accounts | 16 | 13 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 47 | 60 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 17 | 16 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,086,922,522 | $1,372,528,357 | increased by$285,605,835 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 17 | 16 | decreased by1 |
| Aug 1, 2022 | AUM | $1,086,276,846 | $1,086,922,522 | increased by$645,676 |
| Apr 1, 2022 | Employees | 13 | 47 | increased by34 |
| Apr 1, 2022 | Clients | 9 | 17 | increased by8 |
| Apr 1, 2022 | AUM | $360,477,514 | $1,086,276,846 | increased by$725,799,332 |
| Apr 1, 2022 | Accounts | 9 | 17 | increased by8 |
| Sep 1, 2021 | Clients | 5 | 9 | increased by4 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PICKERING ENERGY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PICKERING ENERGY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.