AdFi
WD

White DEER

SEC Registered

Enabling a sustainable energy transition

Houston, TXhttps://whitedeerenergy.com713-581-6900
Assets Under Management
$500M–$1B
Employees
9
Office Locations
2 offices
Total Accounts
15

About the firm

White Deer Energy invests alongside talented entrepreneurs and high-growth companies that provide products and services to traditional and new energy sectors, as well as related industries. The firm uses a rigorous research approach combined with extensive experience and vast networks to identify new trends and differentiated investment opportunities. Its mission is to enable three pillars of energy: reliability, affordability, and sustainability.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Energy TransitionESG InvestingClean EnergyTraditional EnergyThematic InvestingPortfolio ManagementDecarbonizationMethane Monitoring

Services

Thematic investing combining research and experience; portfolio management with an ESG framework focused on decarbonizing traditional energy and enabling cleaner energy adoption; investing across the entire energy value chain

Private funds / alternatives
Private Equity

Who they serve

Talented entrepreneurs and high-growth companies in traditional and new energy sectors, as well as related industries

Client segmentClientsAssets managed
Pension/Profit Sharing Plans13$926M

Leadership

Thomas Jeffery Edelman
MANAGING PARTNER & CHIEF COMPLIANCE OFFICER
Ben Allen Guill
MANAGING PARTNER
James Knox Meneely
PARTNER
Joseph Robert Edwards
PARTNER
Alexander Parsons Lynch
PARTNER
Amanda Nethery Coussens
CHIEF FINANCIAL OFFICER

Office locations

2 offices in 2 states
TX
HoustonHQ
NY
New York

Regulatory & compliance

CRD number
#161361
SEC Number
801-74249
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. White DEER has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched