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PETROCAP, LLC
5950 Berkshire Lane
Suite 1200
Dallas, Texas 75225
Tel: 214-871-7967
About PETROCAP, LLC
PETROCAP, LLC, formally registered with the SEC as PETROCAP, LLC. The firm was established in 03/28/2014. They have over 1 offices throughout the country.
PETROCAP, LLC is a Dallas, Texas based Financial Planning firm with nearly $914,285,674 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169688 |
| SEC# | 801-79345 |
| Assets Managed by Firm | $914,285,674 |
| No. of Clients | 6 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6 | $914,285,674 |
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