SourcingSourcing

OUTFITTER ENERGY MANAGEMENT, LLC

B59
CRD 286213·SEC 801-108812·HOUSTON, TX
AUM
$239.6M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$719K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OUTFITTER ENERGY MANAGEMENT, LLC
CRD
286213
SEC file #
801-108812
EIN
—
DBA names
—

Economics

AUM
$239.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$348.0M → $239.6M▼ -31%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
5 advisors → 3 advisors▼ -40%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
linkedin.com/company/outfitter-energy-capital(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OUTFITTER ENERGY CAPITAL, L.P.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
OUTFITTER ENERGY CAPITAL, L.P.
MCCORMICK, GEORGE, MILLSAPS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:outfitterenergy.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
MCCORMICK, GEORGE, MILLSAPS
Executive Officer · 2.5%
2935215
CURTIS E. SCHAEFER
Executive Officer · 2.5%
4697988