Orion Energy Partners, L.P. (New York)

Name: Orion Energy Partners, L.P.
Address: 350 Fifth Avenue, New York, NY, 10118
Telephone: 212-292-0345

Orion Energy Partners, L.P. is a large advisory firm based in New York. It manages $1.04 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of New York and Texas.

Orion Energy Partners 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.

Orion Energy Partners: assets under management

The assets under management (AUM) of Orion Energy Partners, L.P. is $1.04 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 245% since the beginning of its operation, and $695.05 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.04 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $129.96 million each.

Orion Energy Partners has custody of $511.99 million in cash and securities for 8 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Orion Energy Partners, L.P. 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 Orion Energy Partners serves?

The only and largest group of clients of Orion Energy Partners is pooled investment vehicles with 8 clients and $1.04 billion of assets under management. Among the 9 most similar advisory firms, Orion Energy Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.04 billion for 8 clients. 13% of the firm’s clients are foreign persons or businesses.

Orion Energy Partners also advises several private funds. Namely, seven private equity funds.

Careers at Orion Energy Partners, L.P.

The company employs 17 people that are either part- or full-time employees. 76 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
Gerrit Nicholas	Managing partner	1 Nov 2015	25% - 50%	6597608
Robert Garrett Rusk	Partner	1 Nov 2015	Other	2135817
Nazar Issa Massouh	Ceo and managing partner	1 Nov 2015	25% - 50%	6597610
Mark Victor Friedland	Managing director, chief legal officer and chief compliance officer	1 Nov 2015	Other	2531776
Llc Orion Energy Partners	General partner of orion energy partners, l.p.	1 Nov 2015	Other	47-5166616
Karen Tame Vejseli	Managing director, chief financial officer	1 Jun 2016	Other	4671929

Based in New York

The principal office where Orion Energy Partners, L.P. performs its advisory services is located at 350 Fifth Avenue, New York, NY 10118, which is also the mailing address of the firm. An additional office of the firm is in Houston, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-292-0345. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at orionenergypartners.com/.