DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Canaan Natural Gas Management, LLC

Former SEC-registered adviserOklahoma City, OklahomaCRD 161801SEC 801-75445IAPD
Latest filing Mar 20, 2025
First filing on the tape Mar 29, 2012 · 15 filings
SEC status approved since Apr 27, 2012
RAUM
$65.0M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$65.0M as of Mar 20, 2025
Mar 27, 2013$488M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 20, 2025
Mar 27, 20130 then
Employees (5.A)1 as of Mar 20, 2025
Mar 27, 20135 then
Private funds1 as of Mar 20, 2025
Mar 27, 20136 then
RAUM -80% over the last fiscal year-41% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 20, 2025; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$65.0MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
-80%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
fixed fees, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Custody
$65.0M, 1 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$65.0M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$65.0M for 1 clientsreported
Compensation
fixed, performancereported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Private funds
      8 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      Canaan Resource Partners Drilling Fund, L.P.Private Equity Fund$325M2Mar 31, 2014
      Crp Xii Holdings LLCno longer reportedPrivate Equity Fund$300M11Mar 26, 2020
      Canaan Natural Gas Parallel Fund Ix, LPno longer reportedPrivate Equity Fund$119M20Mar 29, 2012
      Canaan Natural Gas Parallel Fund X, LPno longer reportedPrivate Equity Fund$91.4M22Mar 29, 2012
      Canaan Natural Gas Fund Ix, LPno longer reportedPrivate Equity Fund$79.2M10Mar 29, 2012
      Canaan Natural Gas Fund X, LPno longer reportedPrivate Equity Fund$45.4M12Mar 29, 2012
      Canaan Natural Gas Parallel B Fund X, LLCno longer reportedPrivate Equity Fund$6.1M26Mar 29, 2012
      Canaan Natural Gas Parallel B Fund Ix, LPno longer reportedPrivate Equity Fund$4.3M16Mar 29, 2012
      Owners and control persons
      Schedule A and B, latest filing
      • Kevin Johnnie Penton · Presidentcontrol
        since 03/2004 · owns 75% or more
      • Michael Scott Rayburn · Vice President Cco
        since 03/2004 · owns less than 5%
      Related persons
      Schedule D 7.A
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Assets in custody · $325M to $65.0M
        Mar 21, 2024 to Mar 20, 2025
      • Financial planning clients · unset to
        Mar 21, 2024 to Mar 20, 2025
      • Discretionary RAUM · $325M to $65.0M
        Mar 21, 2024 to Mar 20, 2025
      • Pooled vehicle RAUM · $325M to $65.0M
        Mar 21, 2024 to Mar 20, 2025
      • RAUM · $325M to $65.0M
        Mar 21, 2024 to Mar 20, 2025
      • Assets in custody · $649M to $325M
        Mar 24, 2022 to Mar 21, 2023
      • Discretionary RAUM · $316M to $325M
        Mar 24, 2022 to Mar 21, 2023
      • Pooled vehicle RAUM · $316M to $325M
        Mar 24, 2022 to Mar 21, 2023
      • RAUM · $316M to $325M
        Mar 24, 2022 to Mar 21, 2023
      • Accounts · 8 to 1
        Mar 26, 2021 to Mar 24, 2022
      • Pooled vehicle clients · 8 to 1
        Mar 26, 2021 to Mar 24, 2022
      • Employees · 2 to 1
        Mar 26, 2021 to Mar 24, 2022
      • Discretionary RAUM · $649M to $316M
        Mar 26, 2021 to Mar 24, 2022
      • Non-discretionary RAUM · $300M to $0
        Mar 26, 2021 to Mar 24, 2022
      • Pooled vehicle RAUM · $949M to $316M
        Mar 26, 2021 to Mar 24, 2022
      • RAUM · $949M to $316M
        Mar 26, 2021 to Mar 24, 2022
      • Advisory employees · 5 to 1
        Apr 15, 2020 to Mar 26, 2021
      • Assets in custody · $649M to $649M
        Apr 15, 2020 to Mar 26, 2021
      • Employees · 5 to 2
        Apr 15, 2020 to Mar 26, 2021
      • Private funds · 2 to 1
        Mar 26, 2020 to Apr 15, 2020
      • Accounts · 7 to 8
        Mar 29, 2019 to Mar 26, 2020
      • Pooled vehicle clients · 7 to 8
        Mar 29, 2019 to Mar 26, 2020
      • Private funds · 1 to 2
        Mar 29, 2019 to Mar 26, 2020
      • Discretionary RAUM · $649M to $649M
        Mar 29, 2019 to Mar 26, 2020
      • Non-discretionary RAUM · $0 to $300M
        Mar 29, 2019 to Mar 26, 2020
      • Pooled vehicle RAUM · $649M to $949M
        Mar 29, 2019 to Mar 26, 2020
      • RAUM · $649M to $949M
        Mar 29, 2019 to Mar 26, 2020
      • Assets in custody · $507M to $649M
        Mar 28, 2018 to Mar 29, 2019
      • Discretionary RAUM · $507M to $649M
        Mar 28, 2018 to Mar 29, 2019
      • Pooled vehicle RAUM · $507M to $649M
        Mar 28, 2018 to Mar 29, 2019
      • RAUM · $507M to $649M
        Mar 28, 2018 to Mar 29, 2019
      • Pooled vehicle clients · unset to 7.0
        Mar 21, 2017 to Mar 28, 2018
      • Assets in custody · $2.5M to $507M
        Mar 21, 2017 to Mar 28, 2018
      • Other offices · unset to 0.0
        Mar 21, 2017 to Mar 28, 2018
      • Private funds · 7 to 1
        Mar 21, 2017 to Mar 28, 2018
      • Discretionary RAUM · $426M to $507M
        Mar 21, 2017 to Mar 28, 2018
      • Pooled vehicle RAUM · unset to 507241556.0
        Mar 21, 2017 to Mar 28, 2018
      • RAUM · $426M to $507M
        Mar 21, 2017 to Mar 28, 2018
      • Assets in custody · $7.8M to $2.5M
        Mar 30, 2016 to Mar 21, 2017
      • Assets in custody · $3.0M to $7.8M
        Mar 25, 2015 to Mar 30, 2016
      Signals
      9 dated events
      • Canaan Natural Gas Management, Llc no longer on the SEC adviser roster (last listed 2025-08-01, RAUM $65.0M)
        Sep 2, 2025 · Left the SEC roster · derived
      • Canaan Natural Gas Management, Llc reported RAUM $65.0M, down 80% from $325.0M (2024-03-21 to 2025-03-20)
        Mar 20, 2025 · RAUM change · derived
      • Canaan Natural Gas Management, Llc reported RAUM $316.0M, down 67% from $948.7M (2021-03-26 to 2022-03-24)
        Mar 24, 2022 · RAUM change · derived
      • Edwin Leo Woodard (Chairman) no longer on Schedule A of Canaan Natural Gas Management, Llc (listed 2021-03-26, absent 2022-03-24)
        Mar 24, 2022 · Control person left · inference
      • Stuart Michael Mewbourn (Vice President) no longer on Schedule A of Canaan Natural Gas Management, Llc (listed 2019-03-29, absent 2020-03-26)
        Mar 26, 2020 · Control person left · inference
      • Canaan Natural Gas Management, Llc reported RAUM $948.7M, up 46% from $648.7M (2019-03-29 to 2020-03-26)
        Mar 26, 2020 · RAUM change · derived
      • Canaan Natural Gas Management, Llc reported RAUM $648.7M, up 28% from $507.2M (2018-03-28 to 2019-03-29)
        Mar 29, 2019 · RAUM change · derived
      • Schaller Dean Sergent (Vice President) no longer on Schedule A of Canaan Natural Gas Management, Llc (listed 2018-03-28, absent 2019-03-29)
        Mar 29, 2019 · Control person left · inference
      • Peet Christopher Gordon (Managing Partner Crp Management Xi, Llc) no longer on Schedule A of Canaan Natural Gas Management, Llc (listed 2018-03-28, absent 2019-03-29)
        Mar 29, 2019 · Control person left · inference
      Across DFX
      shared identifiers only, never a name match
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026