SourcingSourcing

EDGE NATURAL RESOURCES LLC

C44
CRD 230787·SEC 801-98339·DALLAS, TX
AUM
$1.02B
$1B+
Est. Revenue
$10.2M
@ 1% on AUM
Est. EBITDA
$3.1M
@ 30% margin
Est. Deal Value
$24.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EDGE NATURAL RESOURCES LLC
CRD
230787
SEC file #
801-98339
EIN
000000000
DBA names
—

Economics

AUM
$1.02B
AUM band
$1B+
AUM trajectory
'20'26
$1.30B → $1.02B▼ -22%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
14
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
9 advisors → 7 advisors▼ -22%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
edgenr.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ENR HOLDINGS LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
ENR HOLDINGS LP
ANEED, ROY, ABRAHAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
EDGENR.COM
Rdap Domain Creation Date
2015-01-15T04:55:12Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002068263
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2025-06-26
Edgar Last Filing Date
2026-01-14
Edgar Form D Count
2
Edgar Form D Offerings
2026-01-142026-01-14 · 0002068263-26-000001
2025-06-262025-06-26 · 0002068263-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
5950 BERKSHIRE LANE, SUITE 1000DALLAS, TX 75225
Business
5950 BERKSHIRE LANE, SUITE 1000DALLAS, TX 75225
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-01-14 · 0002068263-26-000001
D2025-06-26 · 0002068263-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-15T04:55:12Z
Rdap Domain Last Changed
2025-01-15T17:15:58Z
Rdap Nameservers
Ns33.domaincontrol.comNs34.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
ANEED, ROY, ABRAHAM
Executive Officer · 2.5%
6496452
BOMER, JESSE, NEAL
Executive Officer · 2.5%
6496462
MOORE, STACIE, RENEE
Executive Officer · 2.5%
6496469
PATE, OSCAR, BENNETT
Executive Officer · 2.5%
5170787