PEARL ENERGY INVESTMENT MANAGEMENT, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 281120
- Registered since
- September 29, 2015
- Website
- www.pearl-energy.com
Firm profile
FINTRXOverview
Pearl Energy Investment Management, LLC is an SEC-registered advisor formed as a limited liability company and registered in 2015. Filings indicate a domestic entity/individual ownership structure and an organizational classification listed as unclassified. The firm does not report itself as a multi-state adviser, an active ESG investor, a pension consultant, or a related adviser to another registered manager. Filings also identify several industry roles: the firm is listed as a CPO or CTA and as a sponsor, general partner, or managing member of pooled investment vehicles, and as a sponsor of limited partnerships (excluding pooled vehicles). Those designations point to a business model focused on sponsoring and administering pooled investment vehicles rather than acting primarily as a retail wealth manager.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 2WILLIAM QUINN
Founder and Managing PartnerCRD 5314670
STEWART COLEMAN
PartnerCRD 5576400
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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