PETROCAP, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 169688
- Registered since
- March 28, 2014
- Website
- www.petrocap.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Petrocap, LLC operates as a pooled-vehicle manager focused on private equity and real estate strategies with a clear alternatives orientation. The firm functions as a sponsor, general partner and managing member for its funds and is registered to act as a CPO/CTA, which indicates it runs commodity-pooled vehicles and may provide commodity trading advisory services alongside private fund management. Petrocap’s client base is institutional, and its fee model combines a percentage-of-assets structure with performance-based compensation, aligning manager incentives with fund performance. Investment activity centers on managing closed-ended funds and other pooled vehicles rather than providing broad retail advisory services. The firm does not present itself as an ESG investor and is not structured as a multi-state adviser. Petrocap’s posture is that of an active manager/sponsor—taking board or GP roles, underwriting and operating private equity and real estate investments, and allocating to commodity and energy exposures where appropriate.
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
1 of 1BRITTANY GLENDENNING
Chief Financial Officer & Chief Compliance OfficerCRD 7328484
Contacts
3 of 4MARCUS SUMMERS
PartnerCRD 8055251
WILLIAM BRITAIN
PartnerCRD 4236779
WILLIAM RIDGWAY III
PartnerCRD 8055244
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
- 5950 Berkshire Ln
- Time zone
- CT (UTC-6)
- Office locations
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