PEARL ENERGY INVESTMENT MANAGEMENT III, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2022
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
323917
Registered since
November 18, 2022

Firm profile

FINTRX

Overview

Pearl Energy Investment Management III, LLC is an LLC that registered with the SEC in 2022. The firm is organized under a mix of domestic-entity and individual ownership and is identified in filings as participating primarily in sponsor and manager roles for pooled investment vehicles. Filings list affiliations that include acting as a CPO/CTA and serving as sponsor, general partner or managing member of limited partnerships and other pooled vehicles. The firm does not identify itself as an active ESG investor, a capital allocator, a multi-state adviser or a pension consultant.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • David Levinson

    Managing Director, Chief Operating OfficerCRD 6565428

  • DEENA ROUBAL

    Chief Financial OfficerCRD 6199238

Contacts

2 of 2
  • STEWART COLEMAN

    PartnerCRD 5576400

  • WILLIAM QUINN

    Founder and Managing PartnerCRD 5314670

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
4030 Maple Ave
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth