SOURCEROCK GROUP LLC
Firm details
- Headquarters
- DENVER, Colorado
- CRD number
- 307575
- Registered since
- May 4, 2021
- Website
- www.sourcerocklp.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Sourcerock Group LLC is an SEC-registered hedge fund adviser that provides portfolio management for pooled investment vehicles and acts as a sponsor/GP and managing member of those vehicles. The firm is organized as an LLC and was registered with the SEC in 2021. Its client base is institutional, and its compensation combines a percentage-of-AUM fee with performance-based fees. Sourcerock is also identified as a CPO/CTA, which aligns with its commodities and pooled-vehicle activity. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
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 2Christian Zann
Chief Investment Officer, FounderCRD 7229723
ANDREW HALEY
Chief Operating OfficerCRD 4523224
Contacts
1 of 1THIRU RAMAKRISHNAN
Co-Founder & PartnerCRD 4498601
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$15.1M in ETFs
100%
$15.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK GOLD MINERS ETF (GDX) | VanEck | Passive | Equity Precious Metals | $15.1M | 165,000 | 100.00% |
Location
DENVER, CO
DENVER
Location
DENVER, CO
Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- DENVER
- Address
- 210 University Blvd
- Time zone
- MT (UTC-7)
- Office locations
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