TREGAN ENERGY MANAGEMENT, LLC
Adviser information for TREGAN ENERGY MANAGEMENT, LLC last updated from Form ADV on March 30th, 2023. 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 | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | No |
|---|
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 | 0 | $0 |
| 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 | – |
|---|---|
| Compensation | – |
Identifiers
| SEC RIA File Number | 802-112405 |
|---|---|
| SEC ERA File Number | 802-112405 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 291978 |
| Legal Entity Identifier | None |
Principal Office
200 CRESCENT COURTSUITE 1040
DALLAS
TX
United States
BY APPOINTMENT ONLY, 9 AM - 5 PM
Tel: 214-220-2285, Fax: None
Chief Compliance Officer
ELLIOT KARATHANASIS
CEO
200 CRESCENT COURT SUITE 1040
DALLAS
TX
United States
Tel:
214-220-2285
E******************@*********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| TREGAN ENERGY PARTNERS II, L.P. | Private Equity Fund | $0.0M | $0.0M | 0 |
| TREGAN ENERGY PARTNERS, L.P. | Private Equity Fund | $0.0M | $0.0M | 0 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KARATHANASIS, ELLIOT | Individual | – | CHIEF COMPLIANCE OFFICER, CEO | 05/2017 | < 5% |
| TREGAN PROPERTY LLC | Domestic Entity | – | MEMBER | 05/2017 | > 75% |
| RM PEARLMAN INVESTMENTS, LP | Domestic Entity | – | MEMBER | 01/2019 | 25-50% |
| Pearlman, Trevor, Lawrence | Individual | TREGAN PROPERTY LLC | MEMBER | 05/2017 | > 75% |