PETROCAP, LLC

RIASEC RegisteredEst. 2014
Total AUM
$949M
Discretionary
$949M
100% of AUM
Avg account
$136M
Accounts
7
Employees
15
Advisory reps
5

Firm details

Headquarters
DALLAS, Texas
CRD number
169688
Registered since
March 28, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Petrocap, LLC operates as a pooled-vehicle manager focused on private equity and real estate strategies with a clear alternatives orientation. The firm functions as a sponsor, general partner and managing member for its funds and is registered to act as a CPO/CTA, which indicates it runs commodity-pooled vehicles and may provide commodity trading advisory services alongside private fund management. Petrocap’s client base is institutional, and its fee model combines a percentage-of-assets structure with performance-based compensation, aligning manager incentives with fund performance. Investment activity centers on managing closed-ended funds and other pooled vehicles rather than providing broad retail advisory services. The firm does not present itself as an ESG investor and is not structured as a multi-state adviser. Petrocap’s posture is that of an active manager/sponsor—taking board or GP roles, underwriting and operating private equity and real estate investments, and allocating to commodity and energy exposures where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • BRITTANY GLENDENNING

    Chief Financial Officer & Chief Compliance OfficerCRD 7328484

Contacts

3 of 4
  • MARCUS SUMMERS

    PartnerCRD 8055251

  • WILLIAM BRITAIN

    PartnerCRD 4236779

  • WILLIAM RIDGWAY III

    PartnerCRD 8055244

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
5950 Berkshire Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth