PEARL ENERGY INVESTMENT MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DALLAS, Texas
CRD number
281120
Registered since
September 29, 2015

Firm profile

FINTRX

Overview

Pearl Energy Investment Management, LLC is an SEC-registered advisor formed as a limited liability company and registered in 2015. Filings indicate a domestic entity/individual ownership structure and an organizational classification listed as unclassified. The firm does not report itself as a multi-state adviser, an active ESG investor, a pension consultant, or a related adviser to another registered manager. Filings also identify several industry roles: the firm is listed as a CPO or CTA and as a sponsor, general partner, or managing member of pooled investment vehicles, and as a sponsor of limited partnerships (excluding pooled vehicles). Those designations point to a business model focused on sponsoring and administering pooled investment vehicles rather than acting primarily as a retail wealth manager.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • WILLIAM QUINN

    Founder and Managing PartnerCRD 5314670

  • STEWART COLEMAN

    PartnerCRD 5576400

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