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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

SPO PARTNERS & CO.

CRD 157279

MILL VALLEY, CA

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Search this name across graphsid dfx:ria:d45d5202-641d-d79f-d6a5-7e9093f2f835

Data as of Jan 22, 2019 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 1
On other graphs: 2
Observed: Feb 14, 2012 to Jan 22, 2019
13 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

SPO Partners & Co.

Private equity manager · shared crd

Real Estate Fundsidentity

SPO Partners & Co.

Real estate fund manager · shared crd

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: $3.3BItem 5.F on the latest filing (2019-01-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.3B
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: 10
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 4
Individual clients: 0
High net worth clients: 0
Private funds: 2Schedule D 7.B(1)
Private fund GAV: $3.2Bgross asset value as reported per fund; never fund size
Custody, client assets: $3.2B
SEC number: 801-73719
CRD: 157279
Filings on the tape: 13
First filed: Feb 14, 2012
Latest filed: Jan 22, 2019
Organised: Corporation, Delaware

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
SPO PARTNERS II, L.P.	Hedge Fund	$64.8M	Feb 4, 2020	146	Feb 14, 2012	reported	021-171833
HOTEL EQUITY FUND VII, L.P.	Real Estate Fund	$40.7M	Aug 7, 2012	3	Feb 14, 2012	dropped	n/a
SPO II CO-INVESTMENT PARTNERSHIP, L.P.	Hedge Fund	$34.5M	Mar 31, 2014	6	Feb 14, 2012	dropped	021-41083
SPO PARTNERS & CO LIQUIDATING TRUST	Hedge Fund	$7.7M	Feb 4, 2020	329	Feb 27, 2019	reported	n/a
HOTEL EQUITY FUND II, L.P.	Real Estate Fund	$5.2M	Mar 31, 2014	3	Feb 14, 2012	dropped	n/a
SAN FRANCISCO PARTNERS, L.P.	Hedge Fund	$4.4M	Feb 4, 2020	49	Feb 14, 2012	reported	021-73560
HOTEL EQUITY FUND III, L.P.	Real Estate Fund	$4.0M	Aug 7, 2012	3	Feb 14, 2012	dropped	n/a
SPO ASSOCIATES, L.P.	Private Equity Fund	$500,000	Mar 31, 2014	14	Feb 14, 2012	dropped	n/a
HOTEL EQUITY FUND I, L.P.	Real Estate Fund	$200,000	Mar 31, 2014	3	Feb 14, 2012	dropped	n/a
HOTEL EQUITY FUND V, L.P.	Real Estate Fund	$0	Mar 31, 2014	3	Feb 14, 2012	dropped	n/a

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
SCULLY, JOHN, HAROLD	MANAGING DIRECTOR	D	yes	01/1990	Feb 14, 2012	Jan 22, 2019
WEINBERG, ELI, JOSHUA	MANAGING DIRECTOR	D	yes	03/2013	Apr 1, 2013	Jan 22, 2019
SILVA, KIM, MARIE	CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER	Na	no	05/2005	Feb 14, 2012	Jan 22, 2019

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
SF ADVISORY PARTNERS, L.P.	n/a	n/a	n/a	Y	yes	n/a
SPO ADVISORY CORP.	n/a	n/a	n/a	Y	yes	n/a
SPO ADVISORY PARTNERS, L.P.	n/a	n/a	n/a	Y	yes	n/a
SPO PARTNERS & CO., L.P.	n/a	n/a	n/a	Y	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
2018	Jan 22, 2019	$3.3B	$3.3B	10	1	0	2	$3.2B
2017	Mar 30, 2018	$7.0B	$7.0B	26	12	0	2	$6.9B
2016	Mar 31, 2017	$8.0B	$8.0B	28	12	n/a	2	$7.9B
2015	Mar 30, 2016	$8.3B	$8.3B	27	12	n/a	2	$8.2B
2014	Mar 31, 2015	$9.8B	$9.8B	28	13	n/a	2	$9.7B
2013	Mar 31, 2014	$11B	$11B	25	11	n/a	7	$11B
2012	Apr 1, 2013	$11B	$11B	25	11	n/a	7	$11B

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
2018	$3.3B	$7.0B	-53.0%	$8.3B	-26.5%	10	26	0	0

Relationships

Advises (10)

→ SPO PARTNERS II, L.P.Private fundHedge Fund, ERA
Feb 14, 2012 to presentfactForm ADV
→ SAN FRANCISCO PARTNERS, L.P.Private fundHedge Fund, ERA
Feb 14, 2012 to presentfactForm ADV
→ SPO PARTNERS & CO LIQUIDATING TRUSTPrivate fundHedge Fund, ERA
Feb 27, 2019 to presentfactForm ADV
→ SPO ASSOCIATES, L.P.Private fundPrivate Equity Fund, IA, no longer reported
Feb 14, 2012 to Mar 31, 2014factForm ADV
→ HOTEL EQUITY FUND V, L.P.Private fundReal Estate Fund, IA, no longer reported
Feb 14, 2012 to Mar 31, 2014factForm ADV
→ HOTEL EQUITY FUND I, L.P.Private fundReal Estate Fund, IA, no longer reported
Feb 14, 2012 to Mar 31, 2014factForm ADV
→ SPO II CO-INVESTMENT PARTNERSHIP, L.P.Private fundHedge Fund, IA, no longer reported
Feb 14, 2012 to Mar 31, 2014factForm ADV
→ HOTEL EQUITY FUND II, L.P.Private fundReal Estate Fund, IA, no longer reported
Feb 14, 2012 to Mar 31, 2014factForm ADV
→ HOTEL EQUITY FUND III, L.P.Private fundReal Estate Fund, IA, no longer reported
Feb 14, 2012 to Aug 7, 2012factForm ADV
→ HOTEL EQUITY FUND VII, L.P.Private fundReal Estate Fund, IA, no longer reported
Feb 14, 2012 to Aug 7, 2012factForm ADV

Owns (1)

← SILVA, KIM, MARIEOwnerCHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 14, 2012 to presentfactForm ADV

Controls (2)

← WEINBERG, ELI, JOSHUAOwnerMANAGING DIRECTOR, ownership code D, individual
Apr 1, 2013 to presentfactForm ADV
← SCULLY, JOHN, HAROLDOwnerMANAGING DIRECTOR, ownership code D, individual
Feb 14, 2012 to presentfactForm ADV

Dated events

Occurred
Jan 22, 2019
Regulatory AUM changed
Spo Partners & Co. reported RAUM $3.3B, down 53% from $7.0B (2018-03-30 to 2019-01-22)
Form ADVobserved 4 days ago
$-3.7B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d45d5202-641d-d79f-d6a5-7e9093f2f835
First observed: Feb 14, 2012
Last observed: Jan 22, 2019 93 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.

SPO PARTNERS & CO.

CRD 157279

MILL VALLEY, CA

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:d45d5202-641d-d79f-d6a5-7e9093f2f835

Data as of Jan 22, 2019 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:06 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

SPO PARTNERS II, L.P.

Hedge Fund

$64.8M

Feb 4, 2020

146

Feb 14, 2012

reported

021-171833

HOTEL EQUITY FUND VII, L.P.

Real Estate Fund

$40.7M

Aug 7, 2012

Feb 14, 2012

dropped

n/a

SPO II CO-INVESTMENT PARTNERSHIP, L.P.

Hedge Fund

$34.5M

Mar 31, 2014

Feb 14, 2012

dropped

021-41083

SPO PARTNERS & CO LIQUIDATING TRUST

Hedge Fund

$7.7M

Feb 4, 2020

329

Feb 27, 2019

reported

n/a

HOTEL EQUITY FUND II, L.P.

Real Estate Fund

$5.2M

Mar 31, 2014

Feb 14, 2012

dropped

n/a

SAN FRANCISCO PARTNERS, L.P.

Hedge Fund

$4.4M

Feb 4, 2020

Feb 14, 2012

reported

021-73560

HOTEL EQUITY FUND III, L.P.

Real Estate Fund

$4.0M

Aug 7, 2012

Feb 14, 2012

dropped

n/a

SPO ASSOCIATES, L.P.

Private Equity Fund

$500,000

Mar 31, 2014

Feb 14, 2012

dropped

n/a

HOTEL EQUITY FUND I, L.P.

Real Estate Fund

$200,000

Mar 31, 2014

Feb 14, 2012

dropped

n/a

HOTEL EQUITY FUND V, L.P.

Real Estate Fund

Mar 31, 2014

Feb 14, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SCULLY, JOHN, HAROLD

MANAGING DIRECTOR

yes

01/1990

Feb 14, 2012

Jan 22, 2019

WEINBERG, ELI, JOSHUA

MANAGING DIRECTOR

yes

03/2013

Apr 1, 2013

Jan 22, 2019

SILVA, KIM, MARIE

CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER

05/2005

Feb 14, 2012

Jan 22, 2019

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SF ADVISORY PARTNERS, L.P.

n/a

yes

n/a

SPO ADVISORY CORP.

n/a

yes

n/a

SPO ADVISORY PARTNERS, L.P.

n/a

yes

n/a

SPO PARTNERS & CO., L.P.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2018

Jan 22, 2019

$3.3B

$3.2B

2017

Mar 30, 2018

$7.0B

$6.9B

2016

Mar 31, 2017

$8.0B

n/a

$7.9B

2015

Mar 30, 2016

$8.3B

n/a

$8.2B

2014

Mar 31, 2015

$9.8B

n/a

$9.7B

2013

Mar 31, 2014

$11B

n/a

$11B

2012

Apr 1, 2013

$11B

n/a

$11B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2018

$3.3B

$7.0B

-53.0%

$8.3B

-26.5%