{
  "crd_number": 323131,
  "slug": "caravela-energy-partners-lp-darien-ct-323131",
  "primary_business_name": "CARAVELA ENERGY PARTNERS LP",
  "legal_name": "CARAVELA ENERGY PARTNERS LP",
  "dbas": [],
  "city": "Darien",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "14860",
  "metro": {
    "cbsa_code": "14860",
    "common_name": "Bridgeport",
    "msa_name": "Bridgeport-Stamford-Danbury, CT",
    "path": "/advisors/ct/bridgeport"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-11-14",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 529128587.0,
  "raum_discretionary": 529128587.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 16,
  "advisory_employees": 13,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 158984000.0,
      "count": 3,
      "description": "SEPERATELY MANAGED ACCOUNTS"
    },
    "pooled_investment_vehicles": {
      "raum": 370144587.0,
      "count": 6
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CT"
  ],
  "websites": [
    "https://linkedin.com/company/caravela-energy-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323131",
  "city_as_filed": "DARIEN",
  "url": "https://advisorcensus.com/firm/caravela-energy-partners-lp-darien-ct-323131",
  "display_name": "Caravela Energy Partners LP",
  "summary": "Caravela Energy Partners LP is an SEC-registered investment advisory firm in Darien, CT, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Caravela Energy Partners LP (CRD 323131): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Caravela Energy Partners LP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Caravela Energy Partners LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Caravela Energy Partners LP located?",
      "a": "Caravela Energy Partners LP's principal office is in Darien, CT, according to its Form ADV."
    },
    {
      "q": "Is Caravela Energy Partners LP registered with the SEC or a state?",
      "a": "Caravela Energy Partners LP is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 323131."
    },
    {
      "q": "How much does Caravela Energy Partners LP manage?",
      "a": "Caravela Energy Partners LP reports $529,128,587 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary)."
    },
    {
      "q": "How have Caravela Energy Partners LP's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Caravela Energy Partners LP: Regulatory assets under management: $225,800,000 in the October 2023 data and $529,128,587 in the October 2026 data, up 134%. Total employees: 2 in October 2023 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Caravela Energy Partners LP serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6); other (3)."
    },
    {
      "q": "Which custodians does Caravela Energy Partners LP use?",
      "a": "Caravela Energy Partners LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs & Co. LLC and Scotia Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Caravela Energy Partners LP report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323131"
    },
    {
      "q": "What changed in Caravela Energy Partners LP's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 7 to 13."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 225800000.0,
      "total_employees": 2,
      "filing_date": "2023-08-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 348030571.0,
      "total_employees": 7,
      "filing_date": "2024-04-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 516559550.0,
      "total_employees": 10,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 529128587.0,
      "total_employees": 16,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 13."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Goldman Sachs & Co. LLC",
      "name_as_filed": "GOLDMAN SACHS & CO. LLC",
      "affiliated": false
    },
    {
      "name": "Scotia Bank",
      "name_as_filed": "SCOTIA BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/caravela-energy-partners-lp-darien-ct-323131.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 370144587.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 3,
      "fewer_than_5": false,
      "raum": 158984000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323131",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}