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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

SAILINGSTONE CAPITAL PARTNERS LLC

CRD 169673

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7aca920d-969f-0c5d-91bd-ac356dd59dc2

Data as of Mar 31, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 5
On other graphs: 0
Observed: Nov 19, 2013 to Mar 31, 2021
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $507MItem 5.F on the latest filing (2021-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $507M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 9
Individual clients: 0
High net worth clients: 0
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $174Mgross asset value as reported per fund; never fund size
SEC number: 801-78858
CRD: 169673
Filings on the tape: 26
First filed: Nov 19, 2013
Latest filed: Mar 31, 2021
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DAVIS, MACKENZIE, BRYCE	LIMITED PARTNER	C	yes	12/2013	Nov 19, 2013	Mar 31, 2021
DAVIS, MACKENZIE, BRYCE	PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE	Na	yes	06/2014	Nov 19, 2013	Mar 31, 2021
DAVIS, MACKENZIE, BRYCE	MANAGER/MEMBER	D	yes	11/2013	Nov 19, 2013	Mar 31, 2021
KLESCEWSKI, JAMES, EDWARD	CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER & MEMBER OF MANAGEMENT COMMITTEE	Na	yes	01/2014	Jan 2, 2014	Mar 31, 2021
SAILINGSTONE GP LP	MANAGER/MEMBER	E	yes	12/2013	Nov 19, 2013	Mar 31, 2021
SETTLES, KENNETH, LEE	PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE	Na	yes	06/2014	Nov 19, 2013	Mar 31, 2021
SETTLES, KENNETH, LEE	MANAGER/MEMBER	D	yes	11/2013	Nov 19, 2013	Mar 31, 2021
SETTLES, KENNETH, LEE	LIMITED PARTNER	C	yes	12/2013	Nov 19, 2013	Mar 31, 2021
SAILINGSTONE HOLDINGS LLC	GENERAL PARTNER	F	no	12/2013	Nov 19, 2013	Mar 31, 2021

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SAILINGSTONE GLOBAL NATURAL RESOURCES GP, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020	Mar 29, 2021	$507M	$507M	7	4	0	1	$174M
2019	Mar 13, 2020	$691M	$691M	15	5	0	1	$51.9M
2018	Apr 1, 2019	$2.3B	$2.3B	17	5	0	1	$213M
2017	Mar 31, 2018	$4.7B	$4.7B	16	4	0	1	$388M
2016	Mar 31, 2017	$6.0B	$6.0B	18	5	n/a	1	$379M
2015	Mar 30, 2016	$4.5B	$4.5B	18	5	n/a	1	$258M
2014	Mar 27, 2015	$6.4B	$6.4B	18	5	n/a	1	$64.2M
2013	Mar 31, 2014	$0	$0	5	0	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$507M	$691M	-26.7%	$4.7B	-52.4%	7	15	0	0

Relationships

Controls (4)

← KLESCEWSKI, JAMES, EDWARDOwnerCHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER & MEMBER OF MANAGEMENT COMMITTEE, ownership code NA, individual
Jan 2, 2014 to presentfactForm ADV
← SETTLES, KENNETH, LEEOwnerLIMITED PARTNER, ownership code C, individual
Nov 19, 2013 to presentfactForm ADV
← DAVIS, MACKENZIE, BRYCEOwnerLIMITED PARTNER, ownership code C, individual
Nov 19, 2013 to presentfactForm ADV
← SAILINGSTONE GP LPOwnerMANAGER/MEMBER, ownership code E, domestic entity
Nov 19, 2013 to presentfactForm ADV

Owns (1)

← SAILINGSTONE HOLDINGS LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Nov 19, 2013 to presentfactForm ADV

Dated events

Occurred
May 29, 2020
Regulatory AUM changed
Sailingstone Capital Partners Llc reported RAUM $487.7M, down 29% from $690.8M (2020-03-13 to 2020-05-29)
Form ADVobserved 6 days ago
$-203M
Occurred
May 29, 2020
Control person left
Knobloch Kathlyne Kiaie (Chief Compliance Officer & Member Of Management Committee) no longer on Schedule A of Sailingstone Capital Partners Llc (listed 2020-03-13, absent 2020-05-29)
Form ADVobserved 6 days ago
Occurred
Mar 13, 2020
Regulatory AUM changed
Sailingstone Capital Partners Llc reported RAUM $690.8M, down 70% from $2.3B (2019-04-26 to 2020-03-13)
Form ADVobserved 6 days ago
$-1.6B
Occurred
Apr 1, 2019
Regulatory AUM changed
Sailingstone Capital Partners Llc reported RAUM $2.3B, down 51% from $4.7B (2018-03-31 to 2019-04-01)
Form ADVobserved 6 days ago
$-2.4B
Occurred
Nov 19, 2013
First Form ADV filing
Sailingstone Capital Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7aca920d-969f-0c5d-91bd-ac356dd59dc2
First observed: Nov 19, 2013
Last observed: Mar 31, 2021 66 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SAILINGSTONE CAPITAL PARTNERS LLC

CRD 169673

HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7aca920d-969f-0c5d-91bd-ac356dd59dc2

Data as of Mar 31, 2021 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:43 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DAVIS, MACKENZIE, BRYCE

LIMITED PARTNER

yes

12/2013

Nov 19, 2013

Mar 31, 2021

DAVIS, MACKENZIE, BRYCE

PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE

yes

06/2014

Nov 19, 2013

Mar 31, 2021

DAVIS, MACKENZIE, BRYCE

MANAGER/MEMBER

yes

11/2013

Nov 19, 2013

Mar 31, 2021

KLESCEWSKI, JAMES, EDWARD

CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER & MEMBER OF MANAGEMENT COMMITTEE

yes

01/2014

Jan 2, 2014

Mar 31, 2021

SAILINGSTONE GP LP

MANAGER/MEMBER

yes

12/2013

Nov 19, 2013

Mar 31, 2021

SETTLES, KENNETH, LEE

PORTFOLIO MANAGER & MEMBER OF MANAGEMENT COMMITTEE

yes

06/2014

Nov 19, 2013

Mar 31, 2021

SETTLES, KENNETH, LEE

MANAGER/MEMBER

yes

11/2013

Nov 19, 2013

Mar 31, 2021

SETTLES, KENNETH, LEE

LIMITED PARTNER

yes

12/2013

Nov 19, 2013

Mar 31, 2021

SAILINGSTONE HOLDINGS LLC

GENERAL PARTNER

12/2013

Nov 19, 2013

Mar 31, 2021

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SAILINGSTONE GLOBAL NATURAL RESOURCES GP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2020

Mar 29, 2021

$507M

$174M

2019

Mar 13, 2020

$691M

$51.9M

2018

Apr 1, 2019

$2.3B

$213M

2017

Mar 31, 2018

$4.7B

$388M

2016

Mar 31, 2017

$6.0B

n/a

$379M

2015

Mar 30, 2016

$4.5B

n/a

$258M

2014

Mar 27, 2015

$6.4B

n/a

$64.2M

2013

Mar 31, 2014

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2020

$507M

$691M

-26.7%

$4.7B

-52.4%