Caravela Energy Partners LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Darien, CT. Its latest Form ADV filing, dated March 30, 2026, reports $529M in regulatory assets under management, 16 employees, and 9 accounts.
Assets Under Management
$529M
Employees
16
Offices
--
Total Clients
9
Primary office
DARIEN, CT
19 OLD KINGS HIGHWAY, SUITE 330, DARIEN, CT, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 66.7% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
66.7%
6
2
SEPERATELY MANAGED ACCOUNTS
33.3%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$529Mas of March 30, 2026
Discretionary100.0%
$529M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$529M
Total Accounts9
10Y AUM Change+$529M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee1:1
10Y Employee Change+15 (+1500.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.