Pearl Capital Investments

Overview

Pearl Capital Investments operates as a limited liability partnership focused on discretionary portfolio management for individuals and small businesses, while also serving a limited number of institutional clients. The firm charges both a percentage-of-assets fee and performance-based fees, which aligns with an investment approach that can include active trading and incentive-aligned strategies. Pearl Capital is not positioned as an ESG investor and does not describe itself as a multi-state adviser. Investment activity at the firm is notable for a heavy use of derivatives alongside direct exposure to commodity and energy themes. That mix suggests the team pursues tactical overlays, hedging, and targeted return-seeking positions rather than a purely passive, long-only mandate. The presence of annuities and mutual funds in the lineup indicates they combine liquid, pooled vehicles and insurance solutions with more bespoke derivative or commodity-based exposures.

Assets & Accounts

Investments & Alternatives

Location & Offices