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Adviser Profile

As of Date 03/29/2024
Adviser Type - Related adviser
Number of Employees 102
of those in investment advisory functions 3
Registration SEC, Approved, 10/6/2017
AUM* 426,475,127 17.41%
of that, discretionary 426,475,127 17.41%
Private Fund GAV* 426,475,127 17.41%
Avg Account Size 85,295,025 -29.56%
SMA’s No
Private Funds 5 2
Contact Info 713 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Recent News

Reported AUM

Discretionary
Non-discretionary
396M 340M 283M 227M 170M 113M 57M
2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count5 GAV$426,475,127

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Brochure Summary

Overview

Zarvona Energy LLC (“Zarvona Energy” or the “Firm”) is registering with the SEC as a related adviser under rule 203A-2(b) that controls an investment adviser that is registered with the SEC, and its principal office and place of business is the same as the registered adviser. The name of the registered investment adviser is The Salient Zarvona Energy Fund GP, L.P. Its CRD number is 162712, and its SEC number is 801-100449. The Salient Zarvona Energy Fund GP, L.P. is owned primarily by Zarvona Energy, Salient Partners, L.P. (“Salient Partners”), and The Salient Zarvona Energy, GP LLC. Zarvona Energy is a privately-held, independent oil & gas production and acquisition company founded in 2010 and principally owned by Kathryn S. MacAskie. Zarvona Energy and its affiliates currently own interests in operated oil and gas fields in Texas, Oklahoma, and Louisiana and non-operated fields in New Mexico. Investment Management Services Zarvona Energy sponsors and serves as a discretionary fund manager to certain private equity funds (“Fund” or “Funds” or “Client” or “Clients”). Through the Funds, the Firm provides fund management and investment advisory services relating to the acquisition, development, ownership, operation, and sale of oil and gas interests. The Funds are private, closed-end investment funds. Generally, a Fund has a “hard- cap” on the aggregate amount of money that the Firm can raise for that particular Fund (the “Capital Commitment Ceiling”). The Funds receive unfunded capital commitments (“Capital Commitments”) from the Firm and Limited Partners (“LPs” or “Investors”) during one or more initial fundraising stages, after which the Funds are generally closed to new investors. Each Fund is structured as a limited partnership, with a wholly-owned subsidiary of the Firm serving as the general partner of the Funds. During the life of a Fund, the general partner will, from time to time, call on the Investors to make capital contributions (each a “Capital Contribution”, and collectively, “Capital Contributions”)
in proportion to their respective Capital Commitments in order to satisfy one or more capital calls for acquisitions, expenses, fees, or project investments (each a “Call for Capital”). The primary business of the Funds is to invest directly in U.S. onshore oil and gas assets. The Firm provides fund management and investment advisory services to the following Funds:
• Zarvona III-A, L.P. (“Fund III-A”)
• Zarvona III-B, L.P. (“Fund III-B”)
• Permian III-5 Co-Invest, L.P. (“Fund III-C”)
• Zarvona IV-A, L.P. (“Fund IV-A”)
• Zarvona IV-B, L.P. (“Fund IV-B”) The general partners through which the Firm manages Fund III-A, Fund III-B, and Fund III-C file a single Form ADV with the Firm in reliance on the position expressed by the SEC staff in the no-action letter issued to the American Bar Association, Business Law Section, on January 12, 2012. References to the Firm below include these five subsidiaries. The Funds are not required to register under the Securities Act of 1933 or the Investment Company Act of 1940 in reliance upon certain a v a i l a b l e exemptions. 5 | P a g e Assets under Management The Firm manages each Fund on a discretionary basis in accordance with the applicable Fund’s offering and organizational documents (in each case, the “Fund’s Organizational Documents”). Discretionary assets under the Firm’s management were $428.0 million at year-end 2023. The Firm does not manage any assets on a non-discretionary basis. Important Additional Considerations The information provided herein merely summarizes the detailed information provided in each Fund’s Organizational Documents. Current and prospective Limited Partners (each a “Limited Partner” or “LP”) in any Fund launched by the Firm should be aware of the risks associated with Fund investments as well as the terms applicable to such investment. This and other detailed information is provided in each respective Fund’s Organizational Documents.