Bison Natural Resources
2026 Fund ClosingBison II, LP closes on 12/31/2026 or once the final $20 million is committed, whichever comes first.
On-Demand Webinar / For Advisors & RIAs

Private Energy.
Due Diligence,
On Demand.

A closer look at Bison’s non-operated Permian strategy, the due diligence behind Bison II, LP, and the questions to ask before introducing private energy to clients. Watch whenever it suits you.

Watch on Demand →Schedule a 1:1 Call
Audited annually.Bison II’s financial statements are audited each year by a PCAOB-registered firm and shared with investors.
In this advisor webinar, you’ll learn to
  1. 01
    See what clients would ownNon-operated interests in producing wells, drilling locations and leasehold acreage across the Delaware and Midland basins.
  2. 02
    Walk through the current portfolioThe properties, operators and development inventory Bison II, LP already holds, not a blind pool.
  3. 03
    Follow the underwritingHow MIDAS is used to evaluate, stress-test and monitor each interest, and what to verify in your own diligence.
  4. 04
    Map the oversightWhich independent firm handles custody, administration, accounting and audit, and what each one does.
  5. 05
    Frame the tax pictureHow the targeted first-year deduction works, who may be eligible, and what to coordinate with the client’s CPA.
  6. 06
    Match client fit to the exit planLiquidity, concentration and the planned exit, weighed before any allocation.
Financial Professional Access

Watch on demand

Evaluate the assets, understand the process,
and explore the fit for your practice.

List both if applicable.

For financial professionals · Advisors & RIAs

Private fund investments involve risk. Review important disclosures.

Fund closing: 12/31/2026Or once the final $20 million is committed, whichever comes first.
Prefer a one-on-one?Schedule a call

An existing portfolio.
A closer look at Bison II.

Bison II, LP · What the fund holds
Core PermianDelaware and Midland basins
Established operatorsMajors and large independents run the wells
Three kinds of ownershipProducing, drilling and leasehold
Independent oversightSeparate administrator, transfer agent and auditor

Property, operator and well counts are in the data room, updated each quarter.

For Your Due Diligence

Questions for
your practice.

Client fit. Implementation.
Your review process.

What should I review before discussing Bison with clients?

Review the Offering Documents in full, including fees, expenses, conflicts, underwriting, liquidity, and tax terms. The webinar supports, but does not replace, your firm’s independent due diligence.

Is Bison available through my custodian or broker-dealer?

Charles Schwab serves as the investor custodial platform. Availability through your firm’s custodian or broker-dealer must be confirmed separately with your home office.

How are my client relationships addressed?

Through due-diligence support, ongoing reporting, team access, and a written mutual non-solicitation agreement. The agreement’s written terms govern.

Which clients should an advisor evaluate this for?

Accredited investors only; the minimum investment is set out in the Offering Memorandum. Private energy is illiquid and speculative and may result in the loss of the entire investment, so fit depends on each client’s tax profile, liquidity needs, and concentration limits.

Your Next Step

See the fit for your practice.

Watch the webinar, then review the full data room with your home office. Bison II, LP closes on 12/31/2026 or once the final $20 million is committed, whichever comes first.

Watch on demand