Caravela Energy Partners Lp
- Regulatory AUM
- $529M
- Discretionary
- $529M
- Clients
- 9
- Avg AUM / client
- $58.8M
- Accounts
- 9
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $370M | 70.0% |
| Other | 3 | $159M | 30.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $160M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Caravela Cav Master, Lp | Hedge Fund | Cayman Islands | $117M | 15 |
| Caravela Master Fund Lp master | Hedge Fund | Cayman Islands | $42.6M | 1 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ferreira, Miguel, Cacela | Managing Partner | Jul 2022 (4y) | ≈ 56.25% – 100% via Cacela Capital Llc | |
| Hachemian, Farzine, Cyrus | Chief Compliance Officer / Chief Operating Officer | Jun 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cacela Capital Llc | Partner | Jul 2022 | A | 75% or more |
| Caravela Energy Partners Gp Llc | General Partner | Jul 2022 | A | Less than 5% |
| Cacela Capital Llc | Member | Jul 2022 | B | ≈ 0% – 5% via Caravela Energy Partners Gp Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ferreira, Miguel, Cacela: 75% – 100% of Cacela Capital Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Cacela Capital Llc: 75% – 100% of Caravela Energy Partners Gp Llc × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $160M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Caravela Cav Master, Lp | Hedge Fund | $117M | $100K | 15 |
| Caravela Master Fund Lp | Hedge Fund | $42.6M | $1.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.42 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • RESEARCH EXPENSES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Goldman Sachs $96.3M (18% of AUM) Mar 2026
- Scotiabank $48.0M (9% of AUM) Mar 2026
- Adm Investor Services, Inc. $47.6M (14% of AUM) Apr 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗