Shalehaven Partners Energy & Asset Management LLC (“Shalehaven”), a boutique alternative investment group based in Dallas, Texas, was established in 2024 to manage annual funds for investors who seek tax advantages and above-market returns via a diversified portfolio of proven energy assets.
In looking across the sphere of tax-advantaged energy offerings, it was easy to identify that most funds’ management and sales teams make money (sometimes considerable amounts) even before investor capital is put to work. Furthermore, in many funds, investor capital is placed without a transparent or a risk-conscious strategy.
The co-founders, with over 40 years of energy experience combined, formed a low-fee and investor-first model wherein management is aligned with their investors in each vintage fund. Additionally, investor capital is placed only in proven projects, mitigating risk for hard-earned investor dollars.
By investing fractionally alongside established oil and gas operators, Shalehaven leverages the operator’s significant technical expertise and payroll to keep its fund costs low, freeing up more investor capital for investment and distribution. Shalehaven, now managing its second annual fund, seeks to be the most sought-after offering in the space by delivering on its strategy and demonstrating results year after year.