EDGE NATURAL RESOURCES LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 230787
- Registered since
- June 2, 2015
- Website
- edgenr.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Edge Natural Resources LLC is a private equity manager focused on pooled investment vehicles that target natural-resources–related opportunities. The firm acts as sponsor, general partner and managing member of its funds, delivering portfolio management for pooled vehicles rather than traditional advisory mandates to individual retail clients. Its client base is institutional and the firm charges a combination of asset‑based fees and performance fees, aligning compensation with realized returns on invested capital. Edge Natural Resources is not positioned as an ESG specialist and does not operate as a multi‑state registered adviser. Investment activity centers on resource‑sector allocations, with the firm building and managing closed‑end private equity vehicles that aggregate capital for targeted commodity and energy exposure. Given its sponsor/GP role, the firm is involved in sourcing deals, structuring sponsor interests and driving operational plans for portfolio companies rather than acting solely as passive allocator.
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
3 of 3OSCAR PATE
Co-Founder and Chief Investment OfficerCRD 5170787
ROY ANEED
Co-Founder & CEOCRD 6496452
STACIE MOORE
Co-Founder & CFOCRD 6496469
Contacts
1 of 1JESSE BOMER
Co-Founder & General CounselCRD 6496462
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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