AUMdb

Allegro Mineral Partners Llc

SEC-registered Private Fund Manager · Small ($100M–$1B) CRD 324740 · SEC file 801-135657 · Houston, TX · allegrominerals.com
☆ Save with Pro ADV data as of May 19, 2026
Regulatory AUM
$135M
Discretionary
$133M
Clients
7
Avg AUM / client
$19.3M
Accounts
7
Employees
17

AUM over time

$135M $135M
Feb 24, 2026 May 19, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of May 19, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 5 $105M 77.7%
Corporations and other businesses 1 $25.1M 18.6%
Other 1 $5.0M 3.72%

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 05/19/2026 2.23 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Fixed fees
  • Performance-based fees
  • Other fees
  • A PERCENTAGE OF INVESTED/COMMITTED CAPITAL

Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses/institutional clients
  • Other services

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 19, 2026.

View current Form ADV (SEC/IAPD) ↗