Bison Natural Resources

A private energy investment in the Permian Basin for individuals, financial advisors, and family offices.

Non-operated oil and gas investments in the Permian Basin, combining producing assets with future drilling opportunities.

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We confirm registration and send data room access, usually within one business day.

OversightSeparate firms handle custody, administration, accounting and audit.
Tax BenefitsPotential first-year IDC deductions and ongoing depletion allowances for eligible investors.
Cash FlowTargeted quarterly distributions as capital is deployed and production ramps up.
Exit StrategyBuilt from day one toward a targeted exit within five years, subject to market conditions.
Independent Oversight

Separate firms. Separate jobs.

Each firm performs one defined function. None of them evaluates the merits of the investment or guarantees results.

Custody platform

Charles Schwab

Platform on which investors’ fund interests can be held and reported. Availability depends on the advisor’s firm.

Fund administration

Phoenix Fund Services

Maintains capital accounts, processes contributions and distributions, and issues investor statements.

Transfer agent

Great Lakes Fund Solutions

Keeps the official record of unit ownership and processes subscriptions and transfers.

Oil & gas accounting

Baker Tilly

Revenue and joint-interest accounting on the fund’s oil and gas properties.

Independent audit

BVWD

Annual audit of the fund’s financial statements by a PCAOB-registered firm.

Tax preparation

Akram & Associates

Prepares the partnership tax return and investor Schedule K-1s.

Our Approach

The Bison model

Three kinds of ownership, one fund.

01Current production

Producing

Non-operated interests in wells already on line. Revenue generally begins once an interest is acquired, subject to the operator’s payment cycle, rather than waiting on new drilling.

02Near-term production

Drilling

Drilled-but-uncompleted wells (DUCs) and permitted locations (PUDs) behind established Permian operators. First production typically follows within months, on the operator’s schedule, and drilling costs may produce first-year deductions for eligible investors.

03Long-term ownership

Leasehold Acreage

Leasehold held by production or expected to be developed over time, giving the fund flexibility to sell the acreage or participate in new wells and their initial flush production.

Built for a return on your money, not just a return of your money.

Horizontal wells typically produce most of their lifetime oil in the first few years. A fund that owns only wellbores distributes that early production and is left with a declining tail. Bison pairs producing and near-term wells with leasehold acreage intended to provide future drilling inventory and residual value after the first wells decline. Acreage value depends on future development and commodity prices.

Built for your practice

Your client relationship remains yours.

Relationships in your practice can span decades, and we built Bison with that horizon in mind. Everything is in front of you and your home office before a single client is introduced.

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Mutual non-solicitation

A written agreement, signed before any client introduction. Its terms govern.

Diligence before introduction

Offering documents, provider agreements and reporting samples for your home office first, so suitability is settled up front.

Reporting you can share

Monthly administrator statements, quarterly investor letters, audited financial statements and an annual K-1 for every client.

Named team contacts

A regional contact for portfolio, reporting, suitability and home-office compliance questions.

Advisor Onboarding

How to get started

Start with a data room request. We verify your registration and send access, usually within one business day, so you and your home office can review everything before any client is introduced. A call with our team is available whenever you want one.

Request Data Room Access →

  1. Request access

    Complete the short form below.

  2. Registration review

    We confirm you are a registered financial professional, usually within one business day.

  3. Receive materials

    Your data room login: Offering Memorandum, subscription documents, reporting samples, provider agreements and the mutual non-solicitation agreement.

  4. Optional discussion

    Schedule a call to walk through structure, client fit and your home office’s questions.

0 FT2,000 FT4,000 FT6,000 FT7,000 FT8,000 FT9,000 FTTD
OverburdenUpper SpraberrySandstone · SiltstoneMiddle SpraberryShale · SiltstoneJo MillLower SpraberrySandstone · SiltstoneDeanSandstoneWolfcamp AShale · Carbonate · TargetWolfcamp B UpperWolfcamp B LowerWolfcamp CWolfcamp D
0 FT2,000 FT4,000 FT6,000 FT8,000 FT9,000 FT10,000 FT11,000 FTTD
OverburdenUpper AvalonMiddle AvalonLower Avalon1st Bone SpringSandstone · Carbonate2nd Bone SpringCarbonate2nd Bone Spring Sand3rd Bone SpringCarbonate3rd Bone Spring SandWolfcamp XYWolfcamp A UpperWolfcamp A LowerShale · TargetWolfcamp B UpperWolfcamp B LowerWolfcamp CWolfcamp D
Illustrative cross-section · approximate depths · not to scale
For Financial Advisors

Request access to our data room.

We confirm your registration and send data room access, usually within one business day. A call with our team is optional.

  • Non-operated interests alongside established operators
  • Potential first-year IDC deductions, subject to eligibility
  • Quarterly distributions when available; not guaranteed
  • Independent administration and annual audit
Schedule a Call →

Financial professionals only

Cover of the Bison II, LP investor presentation
Data Room Access

Request Data Room Access

Complete the form and our team will confirm your registration.

List both if applicable.

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