Overview
Talara is owned by David Zusman and Andrew Heyman and has been providing advisory
services since January 1, 2011. As of December 31, 2023, Talara managed $428,474,841 on
a discretionary basis.
Talara provides investment advisory services on a discretionary basis to clients that are
pooled investment vehicles which are not registered as investment companies under the
Investment Company Act of 1940, as amended (the “Company Act”) and the securities of
which are offered and sold in reliance upon an exemption from registration under the
Securities Act of 1933, as amended (the “Securities Act”). As of the date of this Brochure,
Talara provides investment advisory services to Talara Opportunities V, LP, Talara Capital
Energy Fund, II LP, and Talara Capital Energy Fund II US, LP, and TCM Sunrise, LP (each a
"Fund" and, collectively, the “Funds”).
Talara Opportunities V, LP and TCM Sunrise, LP were established as special purpose
vehicles to invest as a limited partner in private oil and gas limited partnerships and each
structured in a “private equity” format.
Talara Capital Energy Fund II, LP’s is a Cayman Islands exempted limited partnership
established to make investments in middle market energy businesses in the United States
and Canada. Talara Capital Energy Fund II US, LP is a “Parallel Fund” designed to invest
alongside Talara Capital Energy Fund II, LP (“Offshore Fund”) in each investment, except to
the extent it is prohibited from doing so by tax, legal, accounting or other similar
considerations. The Parallel Fund has been organized on terms substantially similar to the
Offshore Fund and generally will co-invest with the Offshore Fund pro rata and pari passu
on the basis of committed capital
Talara will tailor the advisory services for each Fund based on each Fund’s investment
objective and investment strategy, including guidelines regarding the types of securities it
will invest in and portfolio limits (if any), and does not tailor advisory services to the
investors in such Fund. Prospective investors are requested to refer to the relevant Fund
Offering Documents for complete details.