PETRO CAPITAL ASSET MANAGEMENT, LLC

Adviser information for PETRO CAPITAL ASSET MANAGEMENT, LLC last updated from Form ADV on March 11th, 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 Texas, 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 802-85197
SEC ERA File Number 802-85197
SEC CIK Numbers None
SEC CRD Numbers 170817
Legal Entity Identifier None

Principal Office

3710 RAWLINS STREET
SUITE 1000
DALLAS
TX
United States
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Tel: 214-661-7761, Fax: None

Chief Compliance Officer

ROSSER NEWTON
MEMBER
3710 RAWLINS STREET
SUITE 1000
DALLAS
TX
United States
Tel: 214-661-7761
(Full email address available in API data)

Industry Affiliates

PETRO CAPITAL ENERGY CREDIT GP LP Sponsor, GP, manager of pooled investment vehicles
SKYSTONE SECURITIES, LLC Broker-dealer, municipal securities dealer, or gov securities broker or dealer

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
SQRL SYNDICATE FUND I, LLC Private Equity Fund $9.6M $0.0M 20

Control Persons

Name Type Entity Title Since Ownership
PETRO CAPITAL HOLDINGS II, LLC Domestic Entity MEMBER 10/2014 50-75%
NEWTON, ROSSER, COKE Individual PETRO CAPITAL HOLDINGS II, LLC MEMBER 01/2011 > 75%

No. Employees, Historic

0002020202120222023202420250 on 3/13/20200 on 3/31/20210 on 3/21/20220 on 3/30/20230 on 2/12/20240 on 3/11/20240 on 3/11/2024