WATEROUS ENERGY FUND MANAGEMENT (US), LLC other names

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Adviser Profile

As of Date:

03/28/2024

Adviser Type:

- Large advisory firm

Number of Employees:

2

of those in investment advisory functions:

2

Registration:

SEC, Approved, 1/18/2018

AUM:

3,966,342,875 -30.46%

of that, discretionary:

0 -100.00%

Private Fund GAV:

3,966,342,875 -30.46%

Avg Account Size:

264,422,858 -49.00%

SMA’s:

NO

Private Funds:

15 4

Contact Info

281 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
6B 5B 4B 3B 2B 2B 815M
2017 2018 2019 2020 2021 2022 2023

Recent News

Duke Energy awards $90,000 in Marketing Partnership Program grants to 18 Indiana economic development groups
04/06/2021

The intermediate 2030 goal is part of the system's target to achieve net zero GHG... at 14:00 Waterous Energy Fund announces the final step of its acquisition of Osum Oil Sands Corp; shareholder meeting to be held April 30, 2021 to approve the transaction ...

lelezard.com

BelHealth Announces Move to Florida
04/06/2021

00 Waterous Energy Fund announces the final step of its acquisition of Osum Oil Sands Corp; shareholder meeting to be held April 30, 2021 to approve the transaction Waterous Energy Fund ("WEF") and Osum Oil Sands Corp. ("Osum") announce today that Osum has ...

lelezard.com

Dominion Energy Reminds Neighbors to Call 8-1-1 Before They Dig
04/06/2021

Visit dominionenergy.com/safety/call-before-you-dig for more information about the call-before-you-dig process. Waterous Energy Fund announces the final step of its acquisition of Osum Oil Sands Corp; shareholder meeting to be held April 30, 2021 to ...

lelezard.com

Who is Jenna Bush Hager’s husband Henry Chase Hager?
04/05/2021

JENNA Bush Hager has been married to Henry Chase Hager for over a decade. The couple reportedly met through mutual friends while Hager worked for Jenna’s dad, former president George W. Bush. Who

thesun.co.uk

Opinion: With Keystone cancelled, we must resuscitate Northern Gateway
04/03/2021

Getting our energy to global markets is essential to Canada’s economy. Putting Northern Gateway back into play is critical in this regard U.S. President Joe Biden’s Day 1 decision to cancel ...

nationalpost.com

National Business
03/25/2021

CALGARY — Waterous Energy Fund says it has prevailed in its takeover of private junior oilsands producer Osum Oil Sands Corp. It says a total of 45.

alaskahighwaynews.ca


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 15 $3,966,342,875

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Private Funds



Employees




Brochure Summary

Overview

Waterous was founded in 2017 by Adam Waterous, an investment professional who has been active in the oil and gas market since 1991. Waterous is organized as a Delaware limited liability company, wholly-owned by Waterous Energy Fund Management Corp., an Alberta, Canada, corporation managed by Mr. Waterous. Waterous provides advisory services to Waterous Energy Fund Management Corp., (“Canadian Adviser”). The Canadian Adviser provides management and advisory services to privately offered pooled investment vehicles (each a “Fund,” and collectively, the “Funds”). Through a sub-advisory relationship with the Canadian Adviser, Waterous also provides sub-advisory services to the Funds. Investors in the Funds include, but are not limited to, global investment funds, corporate entities, family offices, high net- worth individuals and financial institutions. The advisory services provided by Waterous include advising and investigating potential investments, advising on the merits, risks, structure and financing of the acquisition and disposition of investments, and monitoring investments. Waterous will provide investment management advice in accordance with the particular investment objectives, restrictions,
applicable law, and guidelines set forth in each Fund’s constituent documents and offering memoranda (“Governing Documents”). Capitalized terms used herein, but not defined, are defined in the Governing Documents. Waterous does not currently participate in any wrap fee programs and does not anticipate doing so in the future. Currently, Waterous only offers its advisory services to the Canadian Adviser and the Funds and neither enters into nor offers investment management or advisory services to individuals or institutions that may be investors within the Funds. In accordance with common industry practice, a Fund or its general partner may from time to time enter into a “side letter” or similar agreement with an investor pursuant to which the Fund or its general partner grants the investor specific rights, benefits or privileges that are not generally made available to all investors. See “Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss” below for more details. As of December 31, 2023, Waterous advises approximately $3,966,342,875 in regulatory assets on a non-discretionary basis. Waterous does not currently manage any regulatory assets on a discretionary basis.