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The Energy & Minerals Group

SEC-registered adviser since 2026Houston, TXCRD 339275

57
Clients
12
Advisory staff

From Form ADV filed 14 August 2026 · data retrieved 15 October 2026SEC record

The Energy & Minerals Group is an investment adviser headquartered in Houston, Texas, and registered with the SEC since 2026. Its clients include pooled investment vehicles.

Its services include portfolio management for pooled vehicles. Fee arrangements include a percentage of assets under management and performance-based fees. Emg Admin, LP owns 75% or more of The Energy & Minerals Group.

Clients

The Energy & Minerals Group serves 57 clients. The average client has about $211 million with the firm.

Regulatory assets by client type
  • Pooled investment vehicles57 clients100%
Show client breakdown
Pooled investment vehicles
Clients
57
Regulatory AUM
$12,020,970,700
Share
100.0%
Avg. per client
$210.9M

Total

Clients
57
Regulatory AUM
$12,020,970,700
Share
100%
Avg. per client
$210.9M

What it does

The Energy & Minerals Group provides portfolio management for pooled vehicles. It is paid through a percentage of assets and performance-based fees.

The Energy & Minerals Group advises 33 private funds.

100.0% of assets ($12.02B across 57 accounts) are managed with discretion. 2% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

The Energy & Minerals Group has custody of client assets.

Managed account assets by custodian
  • All other custodians$12.02B100%

Ownership and leadership

Emg Admin, LP owns 75% or more of The Energy & Minerals Group.

Who owns the firm
The Energy & Minerals Group LP· the adviser
  • Emg Admin, LP

    Control person · since March 2010

    Owns 75% or more of The Energy & Minerals Group LP

Leadership

  • Rachel Cowsert
    Chief Financial Officer/ Chief Tax Officer
  • Laura Tyson
    Chief Operating Officer, General Counsel & Managing Director
  • Yan Wang
    Chief Compliance Officer
  • John Calvert
    Co-CEO
  • John Raymond
    Co-CEO

Staff

  • 22 employees
  • 12 in advisory functions
  • 2 state-registered reps

Fees

The Energy & Minerals Group is paid through a percentage of assets under management and performance-based fees.

The Energy & Minerals Group’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, The Energy & Minerals Group has 0 offices, with 1 listed address in 1 state.

Listed office addresses by state

Texas · 1 listed address

  • 2229 San Felipe Street, Suite 1300, HoustonHQ

Registration details

Legal name
The Energy & Minerals Group LP
Headquarters
2229 San Felipe Street, Suite 1300, Houston, TX 77019
Website
Not reported
SEC file
801-135002
Structure
Delaware limited partnership
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does The Energy & Minerals Group have?

The Energy & Minerals Group has 57 clients and manages $12 billion for them, as of August 2026.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 August 2026

What services does The Energy & Minerals Group offer?

The Energy & Minerals Group 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 The Energy & Minerals Group have?

The Energy & Minerals Group has 2 investment adviser representatives registered with state securities authorities, out of 22 employees, and 12 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 The Energy & Minerals Group?

The Energy & Minerals Group is owned through a chain of holding companies by John Raymond. Its direct owner is Emg Admin, LP (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 14 August 2026

How does The Energy & Minerals Group get paid?

The Energy & Minerals Group 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

Sources

  1. Form ADV Part 1A, amendment filed 14 August 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 339275.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with The Energy & Minerals Group LP and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.