{"url":"https://nivawealth.com/firms/the-energy-and-minerals-group-339275","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/339275","regulatoryAum":12020970700,"crd":"339275","secFileNumber":"801-135002","legalName":"The Energy & Minerals Group LP","displayName":"The Energy & Minerals Group","website":null,"founded":null,"organization":"Delaware limited partnership","fiscalYearEnd":"December","headquarters":{"street":"2229 San Felipe Street, Suite 1300","city":"Houston","state":"TX","stateName":"Texas","country":"United States","postalCode":"77019"},"tradeNames":[],"registration":{"secApproved":"6 March 2026","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":22,"advisory":12,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":12020970700,"discretionaryAccounts":57,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":2,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":57,"regulatoryAum":12020970700}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"The Energy & Minerals Group has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Rachel Cowsert","title":"Chief Financial Officer/ Chief Tax Officer","crd":"7717695"},{"name":"Laura Tyson","title":"Chief Operating Officer, General Counsel & Managing Director","crd":"6316373"},{"name":"Yan Wang","title":"Chief Compliance Officer","crd":"8157999"},{"name":"John Calvert","title":"Co-CEO","crd":"2577896"},{"name":"John Raymond","title":"Co-CEO","crd":"2198581"}],"ownership":[{"label":"Emg Admin, LP","detail":"Limited partner in the 75% or more ownership band and a control person, since March 2010."},{"label":"Emg Opco, LP","detail":"Indirect owner: a limited partner of Emg Admin, LP in the 75% or more band and a control person, since December 2016.","parent":"Emg Admin, LP"},{"label":"John Raymond","detail":"Indirect owner: a limited partner of Emg Opco, LP in the 75% or more band and a control person, since December 2016.","parent":"Emg Opco, LP"},{"label":"Emg Admin Holdings, Inc","detail":"Indirect owner: general partner of Emg Admin, LP and a control person, since March 2010.","parent":"Emg Admin, LP"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"2229 San Felipe Street, Suite 1300","city":"Houston","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"713-579-5000","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Performance-based fees"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":33},"sources":{"adv1FilingDate":"14 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/339275/PDF/339275.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does The Energy & Minerals Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does The Energy & Minerals Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does The Energy & Minerals Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns The Energy & Minerals Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does The Energy & Minerals Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}