Allegro Mineral Partners LLC

RIASEC Registered
Total AUM
$135M
Discretionary
$133M
98% of AUM
Avg account
$19.3M
Accounts
7
Employees
17
Advisory reps
6

Firm details

Headquarters
Houston, Texas
CRD number
324740
Registered since
March 26, 2026
Fee structure
Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles77.73%
  • Corporations / Businesses18.55%
  • Other3.72%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Allegro Mineral Partners LLC is a limited liability company that operates as a private equity fund adviser focused on pooled vehicles and institutional clients. The firm is registered with the U.S. Securities and Exchange Commission, having registered in 2026. Its documented activities include acting as sponsor, general partner, and managing member of pooled investment vehicles while providing portfolio management for pooled funds and for businesses or other institutions. Ownership is a mix of domestic entity and individual interests. Fee arrangements combine fixed fees, performance-based fees and other structures typical for fund sponsors. The firm does not identify as an active ESG investor and is not listed as a multi-state or newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 86%, Other 14%86%
  • Cash & Cash Equivalents86%
  • Other14%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
5300 Memorial Dr
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth