9AT: CARAVELA ENERGY PARTNERS LP

other names

CARAVELA ENERGY PARTNERS LP
CARAVELA PARTNERS LP

Adviser Profile

As of Date	03/30/2026
ADV Location	DARIEN, CT, United States
Adviser Type - Large advisory firm
Number of Employees	16 129%
of those in investment advisory functions	13 160%
Registration	SEC, Approved, 11/14/2022
Other registrations (1)	SEC, 120-Day Approval, 11/14/2022

AUM^*	529,128,587 2%
of that, discretionary	529,128,587 52%
Private Fund GAV^*	289,349,978 3%
Avg Account Size	58,792,065 52%
SMA’s	No
Private Funds	8
Contact Info	203 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypeHedge Fund	Count6	GAV$289,349,978
Fund TypeOther Private Fund	Count2	GAV$

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser TRILINC GLOBAL ADVISORS, LLC	Hedge Fund172.7m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV172.7m	AUM181.7m	#Funds7
Adviser SETIA PARTNERS LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM280.0m	#Funds-
Adviser PRIME MERIDIAN CAPITAL MANAGEMENT, LLC	Hedge Fund99.4m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV99.4m	AUM176.7m	#Funds4
Adviser GREENLEA LANE CAPITAL MANAGEMENT LLC	Hedge Fund419.2m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV419.2m	AUM461.9m	#Funds2
Adviser ANQUA MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM211.3m	#Funds-
Adviser SENDER COMPANY & PARTNERS, INC.	Hedge Fund154.4m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV154.4m	AUM264.8m	#Funds3
Adviser GREENHAVEN ROAD INVESTMENT MANAGEMENT, LP	Hedge Fund299.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV299.5m	AUM299.5m	#Funds5
Adviser EASTBAY CAPITAL	Hedge Fund217.4m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV217.4m	AUM307.4m	#Funds3
Adviser TAIKA CAPITAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM144.4m	#Funds-
Adviser MERCATOR PARTNERS	Hedge Fund332.7m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV332.7m	AUM297.6m	#Funds4

Brochure Summary

Overview

Caravela Energy Partners LP (“Caravela”, “we” or the “Firm”) is an investment adviser with its principal place of business in Darien, Connecticut. Caravela is principally owned by Caravela Energy Partners GP LLC (the “General Partner”), and Cacela Capital LLC, which is owned by Miguel Ferreira, Caravela’s Managing Partner. Caravela expects to manage and provides discretionary investment advisory services to the Caravela Energy Fund LP (the “Partnership”), Caravela Energy Fund Offshore Ltd. (the “Offshore Fund”), and Caravela Master Fund LP (the “Master Fund”), collectively referred to herein as the “Funds”. We also provide investment advisory services on a discretionary basis for separately managed accounts (“SMAs”) of individuals, including high net worth individuals and institutional investors, including corporations, endowments, and foundations

(together with the Funds, the “Clients”). Caravela generally will invest its Clients’ assets in long and short positions in equity securities and futures in the Energy sector but has broad and flexible investment authority to invest in other financial instruments. Caravela provides advice to its Clients based on the specific investment objectives and strategies described in the investment management agreement with the Clients. Caravela does not tailor its advisory services to the individual needs of the Clients; however, Caravela does accept Client- imposed investment restrictions provided such restrictions have only a marginal impact on the overall strategy. Caravela does not participate in Wrap Fee Programs. Caravela has regulatory assets under management of $348,030,571 as of December 31, 2023, all managed on a discretionary basis.

CARAVELA ENERGY PARTNERS LP

Adviser Profile

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