Sanjac Alpha Lp
- Regulatory AUM
- $5.3M
- Discretionary
- $5.3M
- Clients
- 2
- Avg AUM / client
- $2.6M
- Accounts
- 2
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $5.3M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kelley, Neil, Edward | Chief Executive Officer | Jan 2005 (22y) | GP / trustee / elected manager of Saracen Energy Advisors, Lp (indirect) | |
| Leon Andrew Wells | Chief Investment Officer | Dec 2016 (10y) | ≈ 18.75% – 50% via Convexity Cubed, Llc | |
| Duensing, Allison, Paige | Chief Compliance Officer | Nov 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Saracen Energy Advisors, Lp | Limited Partner | Nov 2023 | A | 50% – 75% |
| Convexity Cubed, Llc | Limited Partner | Nov 2023 | A | 25% – 50% |
| Sanjac Management Llc | General Partner | Oct 2022 | A | Less than 5% |
| C3 Investments Lp | Limited Partner | Apr 2009 | B | ≈ 37.5% – 75% via Saracen Energy Advisors, Lp |
| Saracen Energy Advisors, Lp | Member | Nov 2023 | B | ≈ 0% – 5% via Sanjac Management Llc |
| Nek Investco, Inc. | Member | Jan 2005 | B | 25% – 50% of Saracen Llc (indirect) |
| Saracen Llc | General Partner | Jan 2005 | B | GP / trustee / elected manager of Saracen Energy Advisors, Lp (indirect) |
| C3 Investments Gp Llc | General Partner | Sep 2010 | B | GP / trustee / elected manager of C3 Investments Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Leon Andrew Wells: 75% – 100% of Convexity Cubed, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- C3 Investments Lp: 75% – 100% of Saracen Energy Advisors, Lp × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Saracen Energy Advisors, Lp: 75% – 100% of Sanjac Management 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/29/2026 | 973 KB | 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
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 29, 2026.
View current Form ADV (SEC/IAPD) ↗