PEARL ENERGY INVESTMENT MANAGEMENT IV, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 335051
- Registered since
- February 7, 2025
Firm profile
FINTRXOverview
Pearl Energy Investment Management IV, LLC is a limited liability company that registered with the SEC in 2025. The firm is organized as a domestic entity/individual ownership type and is classified in FINTRX as unclassified. It does not present itself as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Regulatory and operational roles reported for the firm include acting as a CPO/CTA and serving as sponsor, general partner, or managing member for pooled investment vehicles. The same activity list also indicates sponsorship of limited partnerships outside of pooled investment vehicle contexts, which aligns with a manager that runs private investment vehicles rather than providing traditional retail advisory services.
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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