← Tributary

CARAVELA ENERGY PARTNERS LP

DARIEN, CT · CRD 323131 · IAPD ↗ · 203-200-0636

$529.1MRegulatory AUM
13Advisory reps
16Employees
0Clients
0Planning clients
2Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

74
April 2026 — CARAVELA ENERGY PARTNERS LP grew from 7 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — CARAVELA ENERGY PARTNERS LP crossed $500M in regulatory AUM ($348.0M -> $516.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2025 — CARAVELA ENERGY PARTNERS LP grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
68
April 2024 — CARAVELA ENERGY PARTNERS LP reported RAUM up 54% ($225.8M -> $348.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
April 2024 — CARAVELA ENERGY PARTNERS LP grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.