Data / Investment advisers / Texas / Highpeak Energy Management, LLC
Highpeak Energy Management, LLC, Fort Worth, TX: $392 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Highpeak Energy Management, LLC is an SEC registered investment adviser with its main office in Fort Worth, Texas and reports $392 million in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include pooled investment vehicles. It is paid through performance based fees. It advises 2 private funds.
The request: Watch Highpeak Energy Management, LLC (CRD number 293928): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 293928
- SEC file number
- 801-117073
- SEC status
- Approved, effective July 29, 2019
- Main office
- 421 West 3rd Street Suite 1000, Fort Worth, TX 76102
- Phone
- (817) 850-9200
- Regulatory AUM
- $391,758,930 in the Form ADV filed March 23, 2026
- Discretionary AUM
- $391,758,930
- Accounts
- 2
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- performance based fees
- Private funds
- 2: 2 private equity funds
- Gross assets of private funds
- $391,758,930
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $391.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $391.8 million | March 23, 2026 |
| December 1, 2025 | $1.20 billion | September 26, 2025 |
Other advisers in Fort Worth
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| SWMG, LLC | Fort Worth | $430.4 million | Not listed | adviserinfo.sec.gov |
| Point Bridge Capital, LLC | Fort Worth | $419.7 million | 9 | adviserinfo.sec.gov |
| Rhodes Investment Advisors, Inc. | Fort Worth | $419.2 million | Not listed | adviserinfo.sec.gov |
| Vortus Investment Advisors, LLC | Fort Worth | $411.7 million | 5 | adviserinfo.sec.gov |
| The Capital Chart Room, LTD | Fort Worth | $400.9 million | Not listed | adviserinfo.sec.gov |
| Overridge Wealth Advisors | Fort Worth | $368.2 million | Not listed | adviserinfo.sec.gov |
| Shelton Wealth Management, LLC | Fort Worth | $364.5 million | Not listed | adviserinfo.sec.gov |
| Michels Family Financial, LLC | Fort Worth | $347.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Fort Worth, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Highpeak Energy Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.