PEARL ENERGY INVESTMENT MANAGEMENT III, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 323917
- Registered since
- November 18, 2022
Firm profile
FINTRXOverview
Pearl Energy Investment Management III, LLC is an LLC that registered with the SEC in 2022. The firm is organized under a mix of domestic-entity and individual ownership and is identified in filings as participating primarily in sponsor and manager roles for pooled investment vehicles. Filings list affiliations that include acting as a CPO/CTA and serving as sponsor, general partner or managing member of limited partnerships and other pooled vehicles. The firm does not identify itself as an active ESG investor, a capital allocator, a multi-state adviser or a pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2David Levinson
Managing Director, Chief Operating OfficerCRD 6565428
DEENA ROUBAL
Chief Financial OfficerCRD 6199238
Contacts
2 of 2STEWART COLEMAN
PartnerCRD 5576400
WILLIAM QUINN
Founder and Managing PartnerCRD 5314670
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 4030 Maple Ave
- Time zone
- CT (UTC-6)
- Office locations
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