This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

other adviserderivedprivate_client_share=0.01 fund_share=0.3 institutional_share=0.69 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$1.8BItem 5.F on the latest filing (2026-07-09); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$1.8B

Private client RAUM

$14.6MderivedItem 5.D individuals plus high net worth individuals

Private client share

1%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

13

Advisory employees

8

Offices

0Schedule D 1.F, beyond the principal office

Accounts

16

SEC number

801-101523

CRD

277042

Filings on the tape

18

First filed

Jul 14, 2015

Latest filed

Jul 9, 2026

Organised

Corporation

Website

petracm.com

• Occurred

  Jun 26, 2026
  Regulatory AUM changed

  Petra Capital Management, Inc. reported RAUM $1.8B, up 135% from $747.6M (2025-06-23 to 2026-06-26)

  Form ADVobserved 4 days ago
  $1.0B
• Occurred

  Jun 24, 2024
  Regulatory AUM changed

  Petra Capital Management, Inc. reported RAUM $660.9M, up 44% from $459.0M (2023-07-03 to 2024-06-24)

  Form ADVobserved 4 days ago
  $202M
• Occurred

  Jun 27, 2023
  Regulatory AUM changed

  Petra Capital Management, Inc. reported RAUM $459.0M, up 28% from $358.9M (2022-06-20 to 2023-06-27)

  Form ADVobserved 4 days ago
  $100M
• Occurred

  Jun 24, 2020
  Control person joined

  Y Lynn Jung (Compliance Manager) appeared on Schedule A of Petra Capital Management, Inc.

  Form ADVobserved 4 days ago
• Occurred

  Jun 24, 2020
  Control person left

  C Jerry Kim (Compliance Officer) no longer on Schedule A of Petra Capital Management, Inc. (listed 2019-06-25, absent 2020-06-24)

  Form ADVobserved 4 days ago
• Occurred

  Jul 14, 2015
  First Form ADV filing

  Petra Capital Management, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c28a7f87-becd-7a52-5325-ccd77cc609ed

First observed

Jul 14, 2015

Last observed

Jul 9, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.