EDGE NATURAL RESOURCES LLC

RIASEC RegisteredEst. 2015
Total AUM
$1B
Discretionary
$1B
100% of AUM
Avg account
$145M
Accounts
7
Employees
14
Advisory reps
4

Firm details

Headquarters
DALLAS, Texas
CRD number
230787
Registered since
June 2, 2015
Website
edgenr.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Edge Natural Resources LLC is a private equity manager focused on pooled investment vehicles that target natural-resources–related opportunities. The firm acts as sponsor, general partner and managing member of its funds, delivering portfolio management for pooled vehicles rather than traditional advisory mandates to individual retail clients. Its client base is institutional and the firm charges a combination of asset‑based fees and performance fees, aligning compensation with realized returns on invested capital. Edge Natural Resources is not positioned as an ESG specialist and does not operate as a multi‑state registered adviser. Investment activity centers on resource‑sector allocations, with the firm building and managing closed‑end private equity vehicles that aggregate capital for targeted commodity and energy exposure. Given its sponsor/GP role, the firm is involved in sourcing deals, structuring sponsor interests and driving operational plans for portfolio companies rather than acting solely as passive allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • OSCAR PATE

    Co-Founder and Chief Investment OfficerCRD 5170787

  • ROY ANEED

    Co-Founder & CEOCRD 6496452

  • STACIE MOORE

    Co-Founder & CFOCRD 6496469

Contacts

1 of 1
  • JESSE BOMER

    Co-Founder & General CounselCRD 6496462

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
5950 Berkshire Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth