|
⚲
|
| Edge Natural Resources LLC
✚
|
|
|---|---|
| CRD # | 230787 |
| SEC # | 801-98339 |
| CIK # | |
| AUM | $1.5 BB (2023-03-29) |
| Employees | 15 (53% Investors, 0% Brokers) |
| Phone | 469-331-0123 |
| Address | 5950 Berkshire Lane Dallas, TX 75225 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | ENR Partners II LP | [2018-03-28] | 0.0 | 638.1 |
| PE | ENR Partners Four Corners Co-Invest LP | 2017-03-21 | 23.0 | |
| PE | ENR Partners LP | [2015-09-28] | 0.0 | 678.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 5 | 1,546.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5 | 1,546.6 |
| By Discretionary | ||
| Discretionary | 5 | 1,546.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 1,546.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,546.6 | |
| Total | 5 | 1,546.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Stacie Moore | 3 | ||
| Oscar Pate | 3 | ||
| Edge Natural Resources LLC | 3 | ||
| Jesse Bomer | 3 | ||
| Roy Aneed | 3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ariel Alternatives LLC
✚
|
IL | 1.6 |
|
Aksia CA LLC
✚
|
CA | 1.6 |
|
Liontree Investment Management LLC
✚
|
NY | 1.6 |
|
BPGC Management LP
✚
|
NY | 1.6 |
|
OpenGate Capital Management LLC
✚
|
CA | 1.6 |
|
Align Capital Partners LP
✚
|
OH | 1.5 |
|
Balance Point Capital Advisors LLC
✚
|
CT | 1.5 |
|
Carousel Capital Management Company LP
✚
|
NC | 1.5 |
|
Sandbrook Capital Management LLC
✚
|
CT | 1.5 |
|
Activant Capital Group LLC
✚
|
CT | 1.5 |