EDGE NATURAL RESOURCES LLC other names

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Adviser Profile

As of Date:

03/27/2024

Adviser Type:

- Large advisory firm

Number of Employees:

15

of those in investment advisory functions:

8

Registration:

SEC, Approved, 6/2/2015

AUM:

1,198,085,145 -22.54%

of that, discretionary:

1,198,085,145 -22.54%

Private Fund GAV:

1,043,197,799 -22.10%

Avg Account Size:

239,617,029 -22.54%

SMA’s:

NO

Private Funds:

3

Contact Info

469 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
2B 1B 1B 884M 663M 442M 221M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

$20M Equity Funding Agreement to accelerate Sales & Manufacture of Invisi Shield®
04/08/2021

The Agreement ensures that Company has ready access to additional equity capital as required to support its growth into new markets, support existing sales channels and fund the anticipated ... growth of their cutting-edge natural skincare product range.

apnews.com

Biden’s ‘Infrastructure’ Bill Signals A Death Sentence For Natural Gas
04/05/2021

in virtually the same breath, he touted his $2 trillion clean-energy plan, which aims to edge natural gas out of the power mix within 15 years.” As Kevin Book, managing director of Clearview ...

Forbes

2021 NFL draft: Alabama's Alex Leatherwood a standout with experience, size
03/19/2021

TL;DR scouting report: Leatherwood checks all the size boxes and is athletic enough as either a tackle or guard, but he could be more powerful and disciplined Games watched: Auburn (2019), Missouri (2020), Ole Miss (2020), Texas A&M (2020), Ohio State ...

Yahoo Finance

2021 NFL draft: Alabama's Alex Leatherwood a standout with experience, size
03/19/2021

TL;DR scouting report: Leatherwood checks all the size boxes and is athletic enough as either a tackle or guard, but he could be more powerful and disciplined Games watched: Auburn (2019), Missouri (2020), Ole Miss (2020), Texas A&M (2020), Ohio State ...

Yahoo Finance

Rapid Nutrition Guidance Update with Notable 2020 Year-End Results
02/16/2021

which will host the intellectual property for the herbal anti-viral and focus on in-house development of cutting-edge natural science formulas. This will provide Rapid Nutrition PLC with an ...

Market Watch


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 3 $1,043,197,799

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Private Funds



Employees




Brochure Summary

Overview

Edge Natural Resources LLC (the “Company”) is an investment advisory firm based in Dallas, Texas, that was founded in 2015 to manage private equity funds focusing on investments in the energy sector. The Company’s principal owners are Roy Aneed, Jesse Bomer, Oscar Pate and Stacie Moore. The Company manages various private funds that focus on investing in opportunities in the North American energy sector (the “Main Funds”). Certain investors or other persons are provided the opportunity to participate in co-invest vehicles (each a “Co-Invest Fund,” and, together with the Main Funds, the “Funds”). Subject to applicable Fund Governing Documents (as defined below), such Co-Invest Funds will typically invest and dispose of their investments at the same time and on the same terms as the primary Fund making the investment. Each Fund is exempt from registration under the Investment Company Act of 1940, and the offering of interests in each Fund is conducted through a “private offering” that is exempt from registration under the Securities Act of 1933. Responsibility for managing each Fund, including all day-to-day operations and investment activities, has been delegated to the Company by the Fund’s general partner (each, a “General Partner”), which is affiliated and under common control with the Company. As the investment adviser to each Fund, the Company identifies investment opportunities for the Fund, and manages the acquisition, monitoring and disposition of investments for the Fund. These services are conducted pursuant to
an investment advisory agreement that each Fund has entered into with the Company (each, an “Advisory Agreement”) and in accordance with each Fund’s private placement memorandum, limited partnership agreement, side letters and other governing documents (the “Fund Governing Documents”). The Company tailors its investment advisory activities to comply with the investment objective, guidelines and restrictions set forth in each Fund’s Governing Documents, as the same may be amended from time to time. However, because each Fund is a pooled investment vehicle, the Company does not take the individual circumstances of the Fund’s investors into consideration when providing investment advice to the Fund. Each Fund may enter into side letters or other similar agreements with certain investors in the Fund that have the effect of establishing rights under, supplementing or altering the Fund’s Governing Documents. Such alterations could be regarding economic terms, fee structures, excuse rights, information rights, co- investment rights (including the provision of priority allocation rights to investors who have capital commitments in excess of certain thresholds to one or more Funds), or transfer rights. The existence and terms of these side letters are not generally disclosed to other investors in the Fund. The Company does not participate in any wrap fee programs. As of December 31, 2023, the Company had approximately $1,198,085,145 in regulatory assets under management, all of which are managed on a discretionary basis.