Kimmeridge Energy Management Company, LLC (New York)

Name: Kimmeridge Energy Management Company, LLC
Address: 412 West 15 Street, New York, NY, 10011
Telephone: 646-517-3323

Kimmeridge Energy Management Company, LLC is a large advisory firm based in New York. It manages $1.33 billion of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.

Kimmeridge Energy Management Company provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kimmeridge Energy Management Company: assets under management

The assets under management (AUM) of Kimmeridge Energy Management Company, LLC is $1.33 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 3258% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.33 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $83.15 million each.

Kimmeridge Energy Management Company has custody of $1.33 billion in cash and securities for 16 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kimmeridge Energy Management Company, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Kimmeridge Energy Management Company serves?

The only and largest group of clients of Kimmeridge Energy Management Company is pooled investment vehicles with 16 clients and $1.33 billion of assets under management. Among the 9 most similar advisory firms, Kimmeridge Energy Management Company has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.33 billion for 16 clients. None of the firm’s clients are foreign persons or businesses.

Kimmeridge Energy Management Company also advises several private funds. Namely, two other private funds and fourteen private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $5,000,000.

Careers at Kimmeridge Energy Management Company, LLC

The company employs 40 people that are either part- or full-time employees. 18 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Benjamin P Dell	Managing member	1 Dec 2011	50% - 75%	4890960
Noam Lockshin	Chief compliance officer	1 Dec 2011	Other	5385981
Neil Andrew Mcmahon	Managing director	1 May 2012	25% - 50%	4548587
Karim Henry Makansi	Managing director	1 Dec 2013	25% - 50%	6311013

Based in New York

The principal office where Kimmeridge Energy Management Company, LLC performs its advisory services is located at 412 West 15 Street, New York, NY 10011, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-517-3323. The normal business hours are 8 a.m. - 5 p.m. on Monday - Friday. You can find more information about the New York firm at kimmeridgeenergy.com and its LinkedIn profile.