Private EquityRIA · CRD 169111SEC-RegisteredPrivate Fund Adviser

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EIV Capital

EIV Capital is an SEC-registered investment adviser in Houston, TX, registered since 2015.

EIV Capital logo

EIV Capital

EIV Capital is an SEC-registered investment adviser in Houston, TX, registered since 2015. The firm manages approximately $2.2 billion in regulatory assets. It has 44 employees and 23 investment advisers.

General information

Firm type

Private Equity

Year founded

2009

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Houston

Corporate office

910 Louisiana Street, Suite 4010, Houston, TX 77002, United States

Principals

Patricia Melcher

Managing Partner & Co-Founder

David Finan

Managing Partner

Claire Harvey

Partner & CEO of EIV Resources

Jill Stamets

Partner & CFO/CCO

Mo Bawa

Partner

Jennifer Gottschalk

Partner

Lance Terveen

Partner

Jason Tracton

Partner

Sector focus

Energy Transition & RenewablesInfrastructureOil & Gas

Frequently asked questions

Who runs investment decisions at EIV Capital?

Investment decisions are led by Managing Partners and co-founders Patricia Melcher and David Finan, alongside a partnership group that includes Claire Harvey (CEO of EIV Resources), Jill Stamets (CFO/CCO), Mo Bawa, Jennifer Gottschalk, Lance Terveen, and Jason Tracton. The team has worked together since 2004, bringing a mix of engineering, finance, and operational backgrounds to deal evaluation.

How does EIV Capital source proprietary deal flow?

EIV Capital leans on its in-house engineering and operational subsidiary, EIV Resources, to originate and diligence deals that would be difficult for purely financial sponsors to underwrite. By combining technical asset knowledge with relationships across the North American energy sector, the firm targets situations where entrepreneurs are recapitalizing, acquiring non-operated interests, or building midstream infrastructure.

Is EIV Capital structured as a single family office or does it operate more like a venture firm?

EIV Capital is a private equity firm, not a family office or venture firm. It manages third-party capital and focuses on energy infrastructure, upstream oil and gas, and related value-chain investments, primarily through direct equity structures such as growth equity, buyouts, and recapitalisations.

Does EIV Capital participate in fund commitments or only direct deals?

The firm’s stated strategy centers on direct investments — providing capital and operational expertise to energy businesses — rather than fund-of-funds commitments. Its model is built around concentrated portfolios where EIV professionals work closely with management teams, which is more consistent with direct equity than passive LP commitments.

What investment stages does EIV Capital typically target?

EIV Capital invests across multiple stages, including early-stage, growth, expansion, late-stage, and buyout transactions, as well as divestitures, recapitalisations, and spin-offs. The common thread is an emphasis on commodity-tested energy businesses with infrastructure or production assets in North America.

Does EIV Capital maintain philanthropic structures?

No philanthropic vehicles, foundations, or donor-advised funds are disclosed in EIV Capital’s public materials. The firm presents itself strictly as a private equity manager and does not publicly link its activities to philanthropic structures.

What is EIV Capital’s known posture on co-investments alongside external GPs?

EIV Capital does not publicly detail a formal co-investment program with external general partners. Its strategy emphasizes direct, concentrated partnerships with portfolio company management teams, often using its in-house EIV Resources subsidiary to lead operational improvements rather than syndicating with outside sponsors.

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