PEARL ENERGY INVESTMENT MANAGEMENT IV, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
335051
Registered since
February 7, 2025

Firm profile

FINTRX

Overview

Pearl Energy Investment Management IV, LLC is a limited liability company that registered with the SEC in 2025. The firm is organized as a domestic entity/individual ownership type and is classified in FINTRX as unclassified. It does not present itself as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Regulatory and operational roles reported for the firm include acting as a CPO/CTA and serving as sponsor, general partner, or managing member for pooled investment vehicles. The same activity list also indicates sponsorship of limited partnerships outside of pooled investment vehicle contexts, which aligns with a manager that runs private investment vehicles rather than providing traditional retail advisory services.

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth