|
⚲
|
| Keyboard |
| Pearl Crest LLC | |
|---|---|
| Firm | |
| Fund # | |
| CIK # | 0002144169 |
| Sale | 2026-06-26 (0.7 M Sold) |
| Fund | |
| Phone | 9178418294 |
| Address | 321 Barber Loop Mooresville, NC 28117 |
| Source | [EDGAR] |
| Amount Raised ($k) |
|---|
| Company Details | |
|---|---|
| Director | |
| Custodian | |
| Auditor | |
| Marketer | |
| Broker | |
| Jurisdiction |
| Form D Offering | |
|---|---|
| Filed | 2026-07-10 (D) |
| Exemption | 506(c) |
| Remaining | Indefinite |
| Duration | One year or less |
| Revenue | Decline to Disclose |
| Directors | Role | 2011 - 2026 |
|---|---|---|
| Joel Lowery | Executive Officer | |
| Dixon Bradbury | Executive Officer | |
| Joseph Glowacki | Executive Officer | |
| Aaron Glasser | Executive Officer |
| Comparable Firms | State | AUM |
|---|---|---|
|
QMS Capital Management LP
✚
|
NC | |
|
Financial Symmetry Inc
✚
|
NC | |
|
Pappas Capital LLC
✚
|
NC | |
|
Fundamental Global Investors LLC
✚
|
NC | |
|
Yellowwood Wealth Solutions LLC
✚
|
NC | |
|
Phoenix Wealth Advisors
✚
|
NC | |
|
Carolinas Investment Consulting LLC
✚
|
NC | |
|
Structured Credit Partners LLC
✚
|
NC | |
|
Pursuit Wealth Strategies LLC
✚
|
NC | |
|
Keatley Wealth Management LLC
✚
|
NC |