EDGE NATURAL RESOURCES LLC

Adviser information for EDGE NATURAL RESOURCES LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	15
Investment Advisory/Research	8
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	0
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	5	$1.2B
Non-Discretionary	0	$0
Total	5	$1.2B

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	5	$1.2B
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for pooled investment vehicles
Compensation	% of AUMPerformance-based fees

Identifiers

SEC RIA File Number	801-98339
SEC ERA File Number	801-98339
SEC CIK Numbers	None
SEC CRD Numbers	230787
Legal Entity Identifier	None

Principal Office

5950 BERKSHIRE LANE
SUITE 1000
DALLAS
TX
United States

Monday - Friday, 9AM - 5PM

Tel: 469-331-0123, Fax: 469-331-0140

Websites

edgenr.com/

Chief Compliance Officer

JESSE BOMER

CO-FOUNDER AND GENERAL COUNSEL

5950 BERKSHIRE LANE

SUITE 1000

DALLAS

United States

Tel: 469-331-0123

Fax: 469-331-0140

J****@*********M

(Full email address available in API data)

Industry Affiliates

ENR GP LLC	Sponsor, GP, manager of pooled investment vehicles
ENR II GP LLC	Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners
ENR PARTNERS FOUR CORNERS CO-INVEST LP	Private Equity Fund	$21.2M	$1.0M	7
ENR PARTNERS II LP	Private Equity Fund	$488.6M	$1.0M	85
ENR PARTNERS LP	Private Equity Fund	$533.3M	$1.0M	76

Control Persons

Name	Type	Entity	Title	Since	Ownership
ENR HOLDINGS LP	Domestic Entity	–	MEMBER	05/2015	> 75%
PATE, OSCAR, BENNETT	Individual	–	CO-FOUNDER AND CHIEF INVESTMENT OFFICER	05/2015	< 5%
ANEED, ROY, ABRAHAM	Individual	–	CO-FOUNDER AND CHIEF EXECUTIVE OFFICER	05/2015	< 5%
BOMER, JESSE, NEAL	Individual	–	CO-FOUNDER, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER	05/2015	< 5%
MOORE, STACIE, RENEE	Individual	–	CO-FOUNDER AND CHIEF FINANCIAL OFFICER	05/2015	< 5%
ANEED, ROY, ABRAHAM	Individual	ENR HOLDINGS LP	LIMITED PARTNER	05/2015	25-50%
BOMER, JESSE, NEAL	Individual	ENR HOLDINGS LP	LIMITED PARTNER	05/2015	25-50%
PATE, OSCAR, BENNETT	Individual	ENR HOLDINGS LP	LIMITED PARTNER	05/2015	25-50%
ENR GP LLC	Domestic Entity	ENR HOLDINGS LP	GENERAL PARTNER	05/2015
ANEED, ROY, ABRAHAM	Individual	ENR GP LLC	MEMBER	05/2015	25-50%
BOMER, JESSE, NEAL	Individual	ENR GP LLC	MEMBER	05/2015	25-50%
PATE, OSCAR, BENNETT	Individual	ENR GP LLC	MEMBER	05/2015	25-50%
ENR INTERMEDIATE LLC	Domestic Entity	–	MEMBER	12/2016	< 5%
BOMER, JESSE, NEAL	Individual	ENR INTERMEDIATE LLC	MEMBER	12/2016	25-50%
ANEED, ROY, ABRAHAM	Individual	ENR INTERMEDIATE LLC	MEMBER	12/2016	25-50%
PATE, OSCAR, BENNETT	Individual	ENR INTERMEDIATE LLC	MEMBER	12/2016	25-50%

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