{ "crd_number": 161832, "slug": "scout-energy-management-llc-dallas-tx-161832", "primary_business_name": "SCOUT ENERGY MANAGEMENT LLC", "legal_name": "SCOUT ENERGY MANAGEMENT LLC", "dbas": [], "city": "Dallas", "state": "TX", "country": "United States", "cbsa_code": "19100", "metro": { "cbsa_code": "19100", "common_name": "Dallas", "msa_name": "Dallas-Fort Worth-Arlington, TX", "path": "/advisors/tx/dallas" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2013-07-09", "years_registered": 13, "period": "2026-10-01", "filing_date": "2026-05-21", "carried_forward": false, "raum_total": 1863479498.0, "raum_discretionary": 1863479498.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 1113, "advisory_employees": 33, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1863479498.0, "count": 20 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "NY", "TX" ], "websites": [ "https://linkedin.com/company/scout-energy-partners", "https://scoutep.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161832", "city_as_filed": "DALLAS", "url": "https://advisorcensus.com/firm/scout-energy-management-llc-dallas-tx-161832", "display_name": "Scout Energy Management LLC", "summary": "Scout Energy Management LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 21, 2026.", "citation": "AdvisorCensus. Scout Energy Management LLC (CRD 161832): 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" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Scout Energy Management LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Scout Energy Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Scout Energy Management LLC located?", "a": "Scout Energy Management LLC's principal office is in Dallas, TX, according to its Form ADV." }, { "q": "Is Scout Energy Management LLC registered with the SEC or a state?", "a": "Scout Energy Management LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 161832." }, { "q": "How much does Scout Energy Management LLC manage?", "a": "Scout Energy Management LLC reports $1,863,479,498 in regulatory assets under management in its Form ADV filing dated May 21, 2026 (100% discretionary)." }, { "q": "How have Scout Energy Management LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Scout Energy Management LLC: Regulatory assets under management: $1,678,271,504 in the October 2021 data and $1,863,479,498 in the October 2026 data, up 11%. Total employees: 859 in October 2021 and 1,113 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Scout Energy Management LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (20)." }, { "q": "Does Scout Energy Management LLC 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/161832" }, { "q": "What changed in Scout Energy Management LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: No longer lists the business name Scout Energy Group McElroy Co-Invest VI, LP - Relying Adviser. No longer lists the business name Scout Energy Group Rangely Co-Invest V, LP - Relying Adviser. No longer lists the business name Scout Energy Group Co-Invest V, LP - Relying Adviser. No longer lists the business name Scout Development Group I, LP - Relying Adviser. No longer lists the business name SEG Bronco Co-Invest VI, LP - Relying Adviser. No longer lists the business name Scout Energy Group III, LP - Relying Adviser. No longer lists the business name Scout Energy Group VI, LP - Relying Adviser. No longer lists the business name Scout Energy Group IV, LP - Relying Adviser. No longer lists the business name Scout Energy Group II, LP - Relying Adviser. No longer lists the business name Scout Energy Group V, LP - Relying Adviser. No longer lists the business name Scout Energy Group I, LP - Relying Adviser. Employees performing advisory functions went from 34 to 33." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1678271504.0, "total_employees": 859, "filing_date": "2021-06-16" }, { "period": "2022-10-01", "regulatory_assets_under_management": 1774967108.0, "total_employees": 943, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 1909524798.0, "total_employees": 1030, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 2022492978.0, "total_employees": 1081, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1722192411.0, "total_employees": 1082, "filing_date": "2025-03-28" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1863479498.0, "total_employees": 1113, "filing_date": "2026-05-21" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "No longer lists the business name Scout Energy Group McElroy Co-Invest VI, LP - Relying Adviser.", "No longer lists the business name Scout Energy Group Rangely Co-Invest V, LP - Relying Adviser.", "No longer lists the business name Scout Energy Group Co-Invest V, LP - Relying Adviser.", "No longer lists the business name Scout Development Group I, LP - Relying Adviser.", "No longer lists the business name SEG Bronco Co-Invest VI, LP - Relying Adviser.", "No longer lists the business name Scout Energy Group III, LP - Relying Adviser.", "No longer lists the business name Scout Energy Group VI, LP - Relying Adviser.", "No longer lists the business name Scout Energy Group IV, LP - Relying Adviser.", "No longer lists the business name Scout Energy Group II, LP - Relying Adviser.", "No longer lists the business name Scout Energy Group V, LP - Relying Adviser.", "No longer lists the business name Scout Energy Group I, LP - Relying Adviser.", "Employees performing advisory functions went from 34 to 33." ] }, { "period": "2025-12-01", "period_label": "December 2025", "notes": [ "Employees performing advisory functions went from 36 to 34." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/scout-energy-management-llc-dallas-tx-161832.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 20, "fewer_than_5": false, "raum": 1863479498.0 } ], "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/161832", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }