SourcingSourcing

CIBOLO ENERGY PARTNERS, LLC

C31
CRD 287596·SEC 801-113727·HOUSTON, TX
AUM
$541.5M
$500M-$1B
Est. Revenue
$5.4M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$13.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CIBOLO ENERGY PARTNERS, LLC
CRD
287596
SEC file #
801-113727
EIN
000000000
DBA names
—

Economics

AUM
$541.5M
AUM band
$500M-$1B
AUM trajectory
'20'26
$315.0M → $541.5M▲ +72%
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
10
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
7 advisors → 9 advisors▲ +29%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SIKORA, J, WILLIAM
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
SIKORA, J, WILLIAM
TELTSCHIK, JUSTIN, MILES
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:ciboloenergy.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001708737
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2017-06-08
Edgar Last Filing Date
2018-04-06
Edgar Form D Count
2
Edgar Form D Offerings
2018-04-062018-04-06 · 0001140361-18-017545
2017-06-082017-06-08 · 0001140361-17-024450

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Jpmorgan6
E*trade4
Edgar Addresses
Mailing
1455 WEST LOOP SOUTH, SUITE 230HOUSTON, TX 77027
Business
1455 WEST LOOP SOUTH, SUITE 230HOUSTON, TX 77027
Edgar EIN
000000000
Edgar Recent Filings
D/A2018-04-06 · 0001140361-18-017545
D2017-06-08 · 0001140361-17-024450
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4666134
Trust Company Affiliate
No

People (3)

3
SIKORA, J, WILLIAM
Direct Owner · 62.5%
4666134
TELTSCHIK, JUSTIN, MILES
Direct Owner · 62.5%
2926342
GOMEZ, JOSEPH, LUIS
Executive Officer · 2.5%
7495184