Arroyo Energy Investment Partners provides portfolio management for pooled vehicles. The firm advises 12 private funds.
Arroyo Energy Investment Partners reports 12 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($2.28B across 12 accounts) are managed with discretion. Of its clients, 42% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 12 | $2.28B | 100.0% | $190M |
| Total | 12 | $2.28B | 100% | $190M |
- Clients
- 12
- Regulatory AUM
- $2.28B
- AUM share
- 100.0%
- Avg. per client
- $190M
Total
- Clients
- 12
- Regulatory AUM
- $2.28B
- AUM share
- 100%
- Avg. per client
- $190M
- Clients outside the U.S.
- 42%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 12
Arroyo Energy Investment Partners is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
David Field owns 50% to 75% of Arroyo Energy Investment Partners. The leadership team of Arroyo Energy Investment Partners includes Chief Financial Officer Kimberly Akbar and Chief Compliance Officer Diane Lancaster. It has 20 employees, 16 of them in advisory roles.
Leadership
- Kimberly AkbarChief Financial Officer
- Diane LancasterChief Compliance Officer and General Counsel
- Cesar Araneda KauretPartner
- David FieldManaging Member
- Robert JordanManaging Member
- Luis Felipe Pinto RubioPartner
- Brandon WaxPartner
Staff
- 20 employees
- 16 in advisory functions
- Owns 50% to 75% of Arroyo Energy Investment Partners LLC
David Field
Control person · since February 2014
- Owns 25% to 50% of Arroyo Energy Investment Partners LLC
Robert Jordan
Control person · since February 2014
Arroyo Energy Investment Partners’ regulatory assets grew 1.9× from $1.22B (May 2021) to $2.28B (July 2026); clients rose from 8 to 12 and employees from 16 to 20.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $2.28B | 12 | 20 | 1 |
| June 2025 | $2.61B | 13 | 20 | 2 |
| June 2024 | $2.18B | 11 | 17 | 2 |
| June 2023 | $1.86B | 8 | 17 | 2 |
| July 2022 | $3.18B | 9 | 15 | 2 |
| May 2021 | $1.22B | 8 | 16 | 2 |
Besides its headquarters, Arroyo Energy Investment Partners has 0 offices, with 1 listed address in Texas.
Texas · 1 listed address
- 1700 City Plaza Drive, Suite 400, SpringHQ
Other business names
Arroyo Energy Investment Partners has reported 1 other business name to the SEC.
- Arroyo Investors
Contact and registration details
- Legal name
- Arroyo Energy Investment Partners LLC
- Headquarters
- 1700 City Plaza Drive, Suite 400, Spring, TX 77389
- Website
- arroyoinvestors.com
- Phone
- 281-825-5462
- @arroyoinvestors
- SEC file
- 801-100371
- Structure
- Delaware LLC
- Fiscal year end
- December
Arroyo Energy Investment Partners has custody of client assets.
How many clients does Arroyo Energy Investment Partners have?
Arroyo Energy Investment Partners has 12 clients and manages $2.28 billion for them, as of July 2026. They include 12 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 July 2026
What services does Arroyo Energy Investment Partners offer?
Arroyo Energy Investment Partners provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Arroyo Energy Investment Partners have?
Arroyo Energy Investment Partners has 0 investment adviser representatives registered with state securities authorities, out of 20 employees, and 16 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Arroyo Energy Investment Partners?
Arroyo Energy Investment Partners’ direct owners are David Field (50% to 75%) and Robert Jordan (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 24 July 2026
How does Arroyo Energy Investment Partners get paid?
Arroyo Energy Investment Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Arroyo Energy Investment Partners?
Arroyo Energy Investment Partners’ main office is at 1700 City Plaza Drive, Suite 400, Spring, TX 77389. Its phone number is 281-825-5462. Its website is arroyoinvestors.com.