CARAVELA ENERGY PARTNERS LP

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Adviser Profile
As of Date 04/02/2024
Adviser Type - Large advisory firm
Number of Employees 7 250.00%
of those in investment advisory functions 5 150.00%
Registration SEC, 120-Day Approval, 11/14/2022
Other registrations (1)
AUM* 348,030,571 54.13%
of that, discretionary 348,030,571 54.13%
Private Fund GAV* 159,534,572 309.06%
Avg Account Size 38,670,063 -48.62%
SMA’s No
Private Funds 2 1
Contact Info (20 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
226M 194M 161M 129M 97M 65M 32M
2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$159,534,572

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Brochure Summary

Overview

Caravela Energy Partners LP (“Caravela”, “we” or the “Firm”) is an investment adviser with its principal place of business in Darien, Connecticut. Caravela is principally owned by Caravela Energy Partners GP LLC (the “General Partner”), and Cacela Capital LLC, which is owned by Miguel Ferreira, Caravela’s Managing Partner. Caravela expects to manage and provides discretionary investment advisory services to the Caravela Energy Fund LP (the “Partnership”), Caravela Energy Fund Offshore Ltd. (the “Offshore Fund”), and Caravela Master Fund LP (the “Master Fund”), collectively referred to herein as the “Funds”. We also provide investment advisory services on a discretionary basis for separately managed accounts (“SMAs”) of individuals, including high net worth individuals and institutional investors, including corporations, endowments, and foundations
(together with the Funds, the “Clients”). Caravela generally will invest its Clients’ assets in long and short positions in equity securities and futures in the Energy sector but has broad and flexible investment authority to invest in other financial instruments. Caravela provides advice to its Clients based on the specific investment objectives and strategies described in the investment management agreement with the Clients. Caravela does not tailor its advisory services to the individual needs of the Clients; however, Caravela does accept Client- imposed investment restrictions provided such restrictions have only a marginal impact on the overall strategy. Caravela does not participate in Wrap Fee Programs. Caravela has regulatory assets under management of $348,030,571 as of December 31, 2023, all managed on a discretionary basis.