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.
SEC-registered adviser
The Salient Zarvona Energy Fund Gp, L.P.
Latest filing Mar 31, 2026
First filing on the tape Jun 24, 2015 · 29 filings
SEC status approved since Jul 8, 2015
RAUM
$264M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$132M
derived; firm RAUM over IAPD count
Employees
5
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$264M as of Mar 31, 2026
Mar 30, 2016$234M then
HNW client RAUM: no history
State-registered IARs (5.B.3)2 as of Mar 31, 2026
Mar 30, 20163 then
Employees (5.A)5 as of Mar 31, 2026
Mar 30, 20165 then
Private funds4 as of Mar 31, 2026
Mar 30, 20163 then
RAUM -8.5% over the last fiscal year-4.7% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
- RAUM per advisor
- $132MderivedRAUM 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
- $66.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -8.5%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 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
- $48.7M, 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
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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$264M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $48.7M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=1.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Robert Marcus Macaskie | Houston, Tx | Jul 22, 2015 | 13 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Gregory Allen Reid from Rdg Capital Management LLCAug 28, 2015 · Other
Private funds
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Salient Zarvona Energy Fund II-A, L.P. | Hedge Fund | $215M | 135 | Mar 25, 2014 |
| The Salient Zarvona Energy Fund, L.P. | Hedge Fund | $53.2M | 103 | Mar 27, 2012 |
| Chalk II-4 Co-Invest, L.P. | Other Private Fund | $24.3M | 11 | Aug 30, 2016 |
| Salient Zarvona Energy Fund II-B, L.P. | Hedge Fund | $5.2M | 12 | Mar 25, 2014 |
Owners and control persons
Schedule A and B, latest filing
- Ralph William Hardcastle · Investment Committee Membercontrolsince 05/2023 · owns less than 5%
- Steven Matthew Jurgens · Investment Committee Membercontrolsince 10/2013 · owns less than 5%
- Seeber Kathryn Macaskie · President, Chief Executive Officer, Investment Committee Membercontrolsince 03/2011 · owns less than 5%
- Marcus Robert Macaskie · Investment Committee Member, Chief Compliance Officer, Vice Presidentcontrolsince 10/2013 · owns less than 5%
- Allen Gregory Reid · Investment Committee Membercontrolsince 03/2011 · owns less than 5%
- Seeber Kathryn Macaskie · Membercontrolsince 09/2010 · owns 75% or more of Zarvona Energy, LLC
Entity owners
- The Salient Zarvona Energy Gp, LLC · General Partnerdirect · owns less than 5%
- Westwood Holdings Group, Inc. · Limited Partnerdirect · owns 25% to 50% · public reporting company
- Zarvona Energy LLC · Limited Partnerdirect · owns 25% to 50%
- Westwood Holdings Group, Inc. · Memberindirect · owns 50% to 75% of The Salient Zarvona Energy Gp, LLC · public reporting company
- Zarvona Energy LLC · Memberindirect · owns 50% to 75% of The Salient Zarvona Energy Gp, LLC
Related persons
Schedule D 7.A
- Broadmark Asset Management LLCinvestment adviserbanknRAUM $238M
- Salient Advisors, L.P.investment adviserbanknRAUM $61.8M
- Salient Capital L.P.broker-dealern
- Salient Zarvona II-A Gp, LLCbankpooled vehicle sponsory
- Salient Zarvona II-B Gp, LLCbankpooled vehicle sponsory
- Salient Zarvona II-C Gp, LLCbankpooled vehicle sponsory
- Westwood Wealth Managementinvestment advisernRAUM $750M
- Westwood Management Corpinvestment adviserbanknRAUM $12B
- Westwood Trustpooled vehicle sponsorn
- Whg Pf Holdco, LLCpooled vehicle sponsorn
- Zarvona Energy LLCinvestment adviserpooled vehicle sponsoryRAUM $423M
Advisers that list The Salient Zarvona Energy Fund Gp, L.P. as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Houston, Tx · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $289M to $264MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $289M to $264MMar 31, 2025 to Mar 31, 2026
- RAUM · $289M to $264MMar 31, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $298M to $289MMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $298M to $289MMar 29, 2024 to Mar 31, 2025
- RAUM · $298M to $289MMar 29, 2024 to Mar 31, 2025
- Advisory employees · 4 to 5Mar 31, 2023 to Mar 29, 2024
- Assets in custody · $53.5M to $48.7MMar 31, 2023 to Mar 29, 2024
- Employees · 4 to 5Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $306M to $298MMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $306M to $298MMar 31, 2023 to Mar 29, 2024
- RAUM · $306M to $298MMar 31, 2023 to Mar 29, 2024
- Advisory employees · 5 to 4Jan 19, 2023 to Mar 31, 2023
- Assets in custody · $48.7M to $53.5MJan 19, 2023 to Mar 31, 2023
- Employees · 5 to 4Jan 19, 2023 to Mar 31, 2023
- Insurance-licensed employees · 2 to 1Jan 19, 2023 to Mar 31, 2023
- State-registered IARs · 3 to 2Jan 19, 2023 to Mar 31, 2023
- Discretionary RAUM · $313M to $306MJan 19, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $313M to $306MJan 19, 2023 to Mar 31, 2023
- RAUM · $313M to $306MJan 19, 2023 to Mar 31, 2023
- Advisory employees · 4 to 5Oct 21, 2021 to Mar 30, 2022
- Employees · 4 to 5Oct 21, 2021 to Mar 30, 2022
- Insurance-licensed employees · 1 to 2Oct 21, 2021 to Mar 30, 2022
- State-registered IARs · 2 to 3Oct 21, 2021 to Mar 30, 2022
- Discretionary RAUM · $310M to $313MOct 21, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $310M to $313MOct 21, 2021 to Mar 30, 2022
- RAUM · $310M to $313MOct 21, 2021 to Mar 30, 2022
- Assets in custody · $45.7M to $48.7MMar 8, 2021 to Mar 30, 2021
- Discretionary RAUM · $393M to $310MMar 8, 2021 to Mar 30, 2021
- Pooled vehicle RAUM · $393M to $310MMar 8, 2021 to Mar 30, 2021
- RAUM · $393M to $310MMar 8, 2021 to Mar 30, 2021
- Advisory employees · 5 to 4Mar 27, 2019 to Mar 30, 2020
- Employees · 5 to 4Mar 27, 2019 to Mar 30, 2020
- Insurance-licensed employees · 2 to 1Mar 27, 2019 to Mar 30, 2020
- State-registered IARs · 3 to 2Mar 27, 2019 to Mar 30, 2020
- Discretionary RAUM · $351M to $393MMar 27, 2019 to Mar 30, 2020
- Pooled vehicle RAUM · $351M to $393MMar 27, 2019 to Mar 30, 2020
- RAUM · $351M to $393MMar 27, 2019 to Mar 30, 2020
- Discretionary RAUM · $312M to $351MSep 10, 2018 to Mar 27, 2019
Signals
5 dated events
- Ralph William Hardcastle (Investment Committee Member) appeared on Schedule A of The Salient Zarvona Energy Fund Gp, L.P.Mar 29, 2024 · Control person joined · fact
- Kane William Enszer (Elected Manager) no longer on Schedule A of The Salient Zarvona Energy Fund Gp, L.P. (listed 2022-03-30, absent 2023-01-19)Jan 19, 2023 · Control person left · inference
- Kane William Enszer (Elected Manager) appeared on Schedule A of The Salient Zarvona Energy Fund Gp, L.P.Oct 18, 2021 · Control person joined · fact
- Arthur John Blaisdell (Elected Manager) no longer on Schedule A of The Salient Zarvona Energy Fund Gp, L.P. (listed 2019-03-27, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- The Salient Zarvona Energy Fund Gp, L.P. filed its initial SEC registration (Form ADV)Jun 24, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- The Salient Zarvona Energy Fund GP, L.P. · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- ZARVONAENERGY.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 713-600-0600reportedpublic record, Form ADV, Mar 31, 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
- $132Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026