SourcingSourcing

BAYOU CITY ENERGY MANAGEMENT LLC

C40
CRD 283269·SEC 801-107752·HOUSTON, TX
AUM
$1.05B
$1B+
Est. Revenue
$10.5M
@ 1% on AUM
Est. EBITDA
$3.1M
@ 30% margin
Est. Deal Value
$25.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BAYOU CITY ENERGY MANAGEMENT LLC
CRD
283269
SEC file #
801-107752
EIN
—
DBA names
Bayou City Energy

Economics

AUM
$1.05B
AUM band
$1B+
AUM trajectory
'20'26
$1.33B → $1.05B▼ -21%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
9
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
13 advisors → 7 advisors▼ -46%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/bayou-city-energy(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KOEHLER, ANDREW, EDWARD
Top Owner Pct
2.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
KOEHLER, ANDREW, EDWARD
LINDAMOOD, DARREN, PAUL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:bayoucity.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001742941
Edgar Registered
Yes
Edgar Filing Count
19
Edgar First Filing Date
2018-06-12
Edgar Last Filing Date
2026-03-23
Edgar 13f Count
1
Edgar 13f Latest AUM Estimate
Filing Date2019-02-14
Accession0001742941-19-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Window
Folio Institutional1
Full
Jpmorgan14
E*trade4
Folio Institutional1
Edgar Addresses
Mailing
1201 LOUISIANA STREET, SUITE 3308HOUSTON, TX 77002
Business
1201 LOUISIANA STREET, SUITE 3308HOUSTON, TX 77002
Edgar Recent Filings
42026-03-23 · 0001213900-26-032917
42025-12-10 · 0001213900-25-120073
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5540073
Trust Company Affiliate
No

People (4)

4
MCMULLEN, WILLIAM, WALLACE
IAR · Executive Officer · 2.5%
5567132
KOEHLER, ANDREW, EDWARD
Executive Officer · 2.5%
5540073
LINDAMOOD, DARREN, PAUL
Executive Officer · 2.5%
6866938
MARK NATHAN STONER
IAR
6624148