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 Energy & Minerals Group LP

Asset manager (funds and pooled vehicles)Houston, TexasCRD 339275SEC 801-135002websiteIAPD
Latest filing Aug 14, 2026
First filing on the tape Mar 31, 2026 · 2 filings
SEC status approved since Mar 6, 2026
RAUM
$12B
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
22
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
33
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$12B as of Aug 14, 2026
Mar 31, 2026$12B then
HNW client RAUM: no history
State-registered IARs (5.B.3)2 as of Aug 14, 2026
Mar 31, 20262 then
Employees (5.A)22 as of Aug 14, 2026
Mar 31, 202622 then
Private funds33 as of Aug 14, 2026
Mar 31, 202635 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Aug 14, 2026; every figure names its basis
RAUM per advisor
$6.0BderivedRAUM 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
$211MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
11.0derivedItem 5.A over advisors
Advisors per office
2.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween 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
yesreportedItem 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$12B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
57reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$0 for 0 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
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • Gregory John Calvert · Co-Ceocontrol
        since 02/2007 · owns less than 5%
      • Thomas John Raymond · Co-Ceocontrol
        since 02/2007 · owns less than 5%
      • Lanza Laura Tyson · Chief Operating Officer, General Counsel & Managing Director Tax Officercontrol
        since 02/2014 · owns less than 5%
      • Yan Wang · Chief Compliance Officercontrol
        since 08/2025 · owns less than 5%
      Entity owners
      • Emg Admin, LP · Limited Partner
        direct · owns 75% or more
      • Emg Gp LLC · General Partner
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Private funds · 35 to 33
        Mar 31, 2026 to Aug 14, 2026
      Signals
      No event on the tape.
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Website
      EMGTX.COMreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      713-579-5000reportedpublic record, Form ADV, Aug 14, 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