THE ENERGY & MINERALS GROUP LP

C31
CRD 339275·SEC 801-135002·HOUSTON, TX
AUM
$12.02B
$1B+
Est. Revenue
$120.2M
@ 1% on AUM
Est. EBITDA
$36.1M
@ 30% margin
Est. Deal Value
$288.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE ENERGY & MINERALS GROUP LP
CRD
339275
SEC file #
801-135002
EIN
DBA names

Economics

AUM
$12.02B
AUM band
$1B+
AUM trajectory
Client mix
Pooled Investment Vehicles57

Operations

Employees (total)
22
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
Primary office
HOUSTON TX
Branches

Custodian & Brokerage

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

Filings

Latest ADV filing
03/31/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
EMG ADMIN, LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
EMG ADMIN, LP
CALVERT, JOHN, GREGORY
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
ok
Rdap Domain
EMGTX.COM
Rdap Domain Creation Date
2010-02-14T22:29:50Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
DNC Holdings, Inc.

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 (13)

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
Jpmorgan70
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-02-14T22:29:50Z
Rdap Domain Last Changed
2023-02-17T18:58:33Z
Rdap Nameservers
Ns0.directnic.comNs1.directnic.comNs2.directnic.comNs3.directnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No