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| Alegria Energy LLC
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|---|---|
| CRD # | 281531 |
| SEC # | 801-106712 |
| CIK # | |
| AUM | |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 913-904-5500 |
| Address | 4622 Pennsylvania Ave Kansas City, MO 64112 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Alegria Fund LP | [2016-03-30] | 51.1 | 177.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 177.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 177.1 |
| By Discretionary | ||
| Discretionary | 1 | 177.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 177.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 177.1 | |
| Total | 1 | 177.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Martin Bicknell | 33 | ||
| Gary Henson | 12 | ||
| Montage Investments LLC | 11 | ||
| Paul Morris | 14 | ||
| Lawrence Smith | 11 | ||
| Solea Energy LLC | 1 | ||
| Alegria Partners LLC | 1 | ||
| Alegria Energy LLC | 1 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Mariner LLC
✚
|
KS | 98.6 |
|
Mariner Platform Solutions LLC
✚
|
KS | 5.6 |
|
Alegria Energy LLC
✚
|
MO | 0.0 |
|
Mariner Wealth Advisors-Ic LLC
✚
|
KS | 0.0 |