C2 Energy Capital, LLC (New York)


C2 Energy Capital, LLC is a mid-sized advisory firm based in New York. It manages $28.62 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of New York.

C2 Energy Capital 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.

C2 Energy Capital: assets under management

The assets under management (AUM) of C2 Energy Capital, LLC is $28.62 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $28.62 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $28.62 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay C2 Energy Capital, LLC 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 C2 Energy Capital serves?

The only and largest group of clients of C2 Energy Capital is pooled investment vehicles with 1 clients and $28.62 million of assets under management. Among the 6 most similar advisory firms, C2 Energy Capital has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $28.62 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

C2 Energy Capital also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $21,000,000 for each fund.

Careers at C2 Energy Capital, LLC

The company employs 15 people that are either part- or full-time employees. 53 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
Richard Nathaniel Dovere Managing member 1 Aug 2018 50% - 75% 7014591
Candice Jill Michalowicz Managing member 1 Aug 2018 50% - 75% 7014583
James Jake Wiley Chief compliance officer & director of operations 1 Aug 2018 Other 7014597

Based in New York

The principal office where C2 Energy Capital, LLC performs its advisory services is located at 55 Fifth Avenue, New York, NY 10003, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 917-201-7611. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at c2.energy.