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RM

Robert M. Macaskie

THE SALIENT ZARVONA ENERGY FUND GP, L.P.
HOUSTON, TX 77002
Some features on this profile are disabled
CRD#: 6316590
RM

Professional summary

Robert Marcus Macaskie is a registered financial advisor currently at THE SALIENT ZARVONA ENERGY FUND GP, L.P. located in Houston, Texas and ZARVONA ENERGY LLC located in Houston, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Robert has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I AM AN OFFICER AND OWNER OF ZARVONA FIELD SERVICES LLC, WHICH IS OWNED 100% BY ZARVONA ENERGY LLC EMPLOYEES. ZARVONA FIELD SERVICES OWNS A SMALL AMOUNT OF OIL SERVICE EQUIPMENT THAT IS RENTED BY ZARVONA ENERGY LLC AND OTHER COMPANIES FOR USE IN OPERATIONS. I DEVOTE <1 HOUR PER MONTH TO WORK FOR ZARVONA FIELD SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Marcus Macaskie's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 22, 2015 - Present

THE SALIENT ZARVONA ENERGY FUND GP, L.P.

Office #1: 1010 Lamar Street Suite 500, Houston, TX 77002
RIA
CRD#: 162712
HOUSTON, TX
Current

October 31, 2017 - Present

ZARVONA ENERGY LLC

Office #1: 1010 Lamar St. Suite 500, Houston, TX 77002
RIA
CRD#: 288820
Houston, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ZE
ZARVONA ENERGY LLC
ZARVONA ENERGY GP, LLC (RELYING ADVISER) | ZARVONA IV-B GP, L.P. (RELYING ADVISER) | ZARVONA IV-A GP, L.P. (RELYING ADVISER) | ZARVONA III-C GP, L.P. (RELYING ADVISER) | ZARVONA III-B GP, L.P. (RELYING ADVISER) | ZARVONA III-A GP, L.P. (RELYING ADVISER) | ZARVONA ENERGY LLC

CRD#: 288820 / SEC#: 801-111812

RIA
Registered Investment Advisory firm - (10/6/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(7/22/2015)
IAR
Texas
(10/31/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/21/2015
Uniform Investment Adviser Law Examination

Current Firm

ZE
ZARVONA ENERGY LLC
ZARVONA ENERGY GP, LLC (RELYING ADVISER) | ZARVONA IV-B GP, L.P. (RELYING ADVISER) | ZARVONA IV-A GP, L.P. (RELYING ADVISER) | ZARVONA III-C GP, L.P. (RELYING ADVISER) | ZARVONA III-B GP, L.P. (RELYING ADVISER) | ZARVONA III-A GP, L.P. (RELYING ADVISER) | ZARVONA ENERGY LLC

CRD#: 288820 / SEC#: 801-111812

RIA
Registered Investment Advisory firm - (10/6/2017 Approved)
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Contact information

Main Address
1001 Mckinney St. Suite 1800, Houston, TX 77002-6306
Mailing Address
Phone number
(713) 600-0600
Established
Firm type
Fiscal year end
# of Employees
102

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

ZARVONA ENERGY LLC PART 2A FORM ADV FIRM BROCHURE MARCH 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts5
AUM (Assets Under Management)$ 410,340,742

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ZARVONA ENERGY LLC

CRD#: 288820Houston, TX 77002

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