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.
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SEC-registered adviser
S•••• E••••• M••••••••• L••
Latest filing May 21, 2026
First filing on the tape Jun 24, 2013 · 25 filings
SEC status approved since Jul 9, 2013
RAUM
$1.9B
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
1,113
33 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
20
reported on Schedule D
History
25 filings and snapshots on the tape
RAUM$1.9B as of May 21, 2026
Mar 26, 2014$215M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 21, 2026
Mar 26, 20140 then
Employees (5.A)1,113 as of May 21, 2026
Mar 26, 201427 then
Private funds20 as of May 21, 2026
Mar 26, 20142 then
RAUM +8.2% over the last fiscal year-0.8% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 21, 2026; 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
- $93.2MderivedRAUM 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
- +8.2%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.7B, 20 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
- buys or sells securities as principal to or from clients (8.A.2)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.9B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 20reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.7B for 20 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
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
16 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S•••• E••••• P••••••• V••• L• | Other Private Fund | $271M | 37 | Mar 30, 2019 |
| S•••• E••••• P••••••• V••• L• | Other Private Fund | $228M | 20 | Mar 30, 2019 |
| S•••• E••••• P••••••• I••••• L• | Other Private Fund | $225M | 19 | Mar 31, 2017 |
| S•••• E••••• P••••••• I•••• L• | Other Private Fund | $217M | 9 | Mar 29, 2018 |
| S•••• E••••• P••••••• I•••• L• | Other Private Fund | $211M | 22 | Mar 29, 2018 |
| S•••• E••••• P••••••• I•••• L• | Other Private Fund | $121M | 22 | Dec 23, 2014 |
| S•••• E••••• P••••••• I••••• L• | Other Private Fund | $114M | 7 | Mar 31, 2017 |
| S•••• E••••• P••••••• C•••••••• V••• L• | Other Private Fund | $108M | 17 | Mar 30, 2020 |
| S•••• E••••• P••••••• V•••• L• | Other Private Fund | $51.4M | 35 | Mar 31, 2023 |
| S•••• E••••• P••••••• V•••• L• | Other Private Fund | $48.6M | 65 | Mar 31, 2023 |
| S•••• E••••• P••••••• R•••••• C•••••••• V••• L• | Other Private Fund | $41.3M | 11 | Mar 31, 2022 |
| S•••• E••••• P••••••• I•••• L• | Other Private Fund | $31.0M | 8 | Dec 23, 2014 |
| S•••• E••••• P••••••• R•••••• C•••••••• V••• L• | Other Private Fund | $19.2M | 5 | Mar 31, 2022 |
| S•••• E••••• P••••••• C•••••••• V••• L• | Other Private Fund | $10.1M | 5 | Mar 30, 2020 |
| S•••• E••••• P••••••• I••• L• | Other Private Fund | $1.5M | 18 | Mar 23, 2012 |
| S•••• E••••• P••••••• I••• L• | Other Private Fund | $193,443 | 7 | Mar 26, 2013 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• J••• D•••• · Member, Elected Manager And Managing Directorcontrolsince 09/2011 · owns 25% to 50%
- F••••• T••• · Member, Elected Manager And Managing Directorcontrolsince 09/2011 · owns 25% to 50%
- P•••• J•• C•••••••• · Member, Elected Manager And Managing Directorcontrolsince 09/2011 · owns 25% to 50%
- P•••••• J•••• C•••••• · Chief Compliance Officersince 01/2024 · owns less than 5%
Related persons
Schedule D 7.A
- S•••• E••••• G•••• C•••••••• V• L•pooled vehicle sponsorn
- S•••• E••••• G•••• I• L•pooled vehicle sponsorn
- S•••• E••••• G•••• I•• L•pooled vehicle sponsorn
- S•••• E••••• G•••• I••• L•pooled vehicle sponsorn
- S•••• E••••• G•••• I•• L•pooled vehicle sponsorn
- S•••• E••••• G•••• R•••••• C•••••••• V• L•pooled vehicle sponsorn
- S•••• E••••• G•••• V• L•pooled vehicle sponsorn
- S•••• E••••• G•••• V•• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 34 to 33Sep 26, 2025 to Mar 26, 2026
- Assets in custody · $1.9B to $1.7BSep 26, 2025 to Mar 26, 2026
- Employees · 1,082 to 1,113Sep 26, 2025 to Mar 26, 2026
- Discretionary RAUM · $1.9B to $1.9BSep 26, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $1.9B to $1.9BSep 26, 2025 to Mar 26, 2026
- RAUM · $1.9B to $1.9BSep 26, 2025 to Mar 26, 2026
- Advisory employees · 36 to 34Mar 28, 2025 to Sep 26, 2025
- Assets in custody · $1.7B to $1.9BMar 28, 2025 to Sep 26, 2025
- Discretionary RAUM · $1.7B to $1.9BMar 28, 2025 to Sep 26, 2025
- Pooled vehicle RAUM · $1.7B to $1.9BMar 28, 2025 to Sep 26, 2025
- RAUM · $1.7B to $1.9BMar 28, 2025 to Sep 26, 2025
- Accounts · 16 to 20Mar 28, 2024 to Mar 28, 2025
- Advisory employees · 34 to 36Mar 28, 2024 to Mar 28, 2025
- Pooled vehicle clients · 16 to 20Mar 28, 2024 to Mar 28, 2025
- Assets in custody · $2.0B to $1.7BMar 28, 2024 to Mar 28, 2025
- Employees · 1,081 to 1,082Mar 28, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 28, 2025
- Private funds · 16 to 20Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $2.0B to $1.7BMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $2.0B to $1.7BMar 28, 2024 to Mar 28, 2025
- RAUM · $2.0B to $1.7BMar 28, 2024 to Mar 28, 2025
- Advisory employees · 33 to 34Jan 3, 2024 to Mar 28, 2024
- Assets in custody · $2.0B to $2.0BJan 3, 2024 to Mar 28, 2024
- Discretionary RAUM · $2.0B to $2.0BJan 3, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $2.0B to $2.0BJan 3, 2024 to Mar 28, 2024
- RAUM · $2.0B to $2.0BJan 3, 2024 to Mar 28, 2024
- Advisory employees · 29 to 33Mar 31, 2023 to Jan 3, 2024
- Assets in custody · $1.9B to $2.0BMar 31, 2023 to Jan 3, 2024
- Employees · 1,030 to 1,081Mar 31, 2023 to Jan 3, 2024
- Discretionary RAUM · $1.9B to $2.0BMar 31, 2023 to Jan 3, 2024
- Pooled vehicle RAUM · $1.9B to $2.0BMar 31, 2023 to Jan 3, 2024
- RAUM · $1.9B to $2.0BMar 31, 2023 to Jan 3, 2024
- Accounts · 14 to 16Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 32 to 29Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 14 to 16Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $1.8B to $1.9BMar 31, 2022 to Mar 31, 2023
- Employees · 943 to 1,030Mar 31, 2022 to Mar 31, 2023
- Private funds · 14 to 16Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.8B to $1.9BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.8B to $1.9BMar 31, 2022 to Mar 31, 2023
Signals
3 dated events
- S•••• E••••• M••••••••• L•• reported RAUM $1.4B, up 36% from $1.0B (2018-03-29 to 2019-03-30)Mar 30, 2019 · RAUM change · derived
- S•••• E••••• M••••••••• L•• reported RAUM $1.0B, up 27% from $795.1M (2017-03-31 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- S•••• E••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 24, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- S•••• E••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- S•••• E••••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/scout-energy-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- S••••EP.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 972-277-1397reportedpublic record, Form ADV, May 21, 2026
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
- Asset manager (funds and pooled vehicles)deriveda 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