Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Pearl Energy Investment Management, LLC

Pearl Energy Investment Management, LLC

Institutional venture firmDallas, TXpearl-energy.comSEC venture capital fund adviserone firm, 3 filing advisers

This firm files as 3 advisers on pearl-energy.com: Pearl Energy Investment Management III, LLC, Pearl Energy Investment Management IV, LLC. Each keeps its own CRD, funds and filings; the grouping is the website each swore to on Form ADV and is recomputed every pass.

Pearl Energy Investments is a Dallas, Texas-based investment firm with $2 billion of committed capital under management.

venture manager, reported GAV $1,943M across 4 vehicles

Importance
37
elevated
Active deployment
4
low
Emerging
0
low
Completeness
69
high
Freshness
100
high
Research priority
7
low
Identity and regulatory footprint
Headquarters
Dallas, TXadviserinfo.sec.gov
Office address
4030 MAPLE AVENUE, SUITE 500, Dallas, TX, 75219adviserinfo.sec.gov
Business phone
214-308-5230adviserinfo.sec.gov
Website
HTTP://WWW.PEARL-ENERGY.COM
SEC adviser type
exempt reporting adviseradviserinfo.sec.gov
SEC exemption claimed
venture capital fund adviseradviserinfo.sec.govItem 2.B(1): advises solely venture capital funds
Latest Form ADV
Apr 17, 2026
Private funds reported
4 (4 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$417Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Owners on Schedule A
Pearl Energy Investment Ugp, LLC (Member), NA; Pearl Energy Investment Management Holdings, L.P. (Member), E
business email
info@pearl-energy.compearl-energy.compublished by the subject
business phone
214-308-5230adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
1 observed deals
Stated (the firm’s website)
Sectors
energy
Stages
not stated or not yet read
Geography
texas
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 100%
lead rate n/afollow-on rate n/anew logos, 12 months 1
Funds and vehicles
4 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Pearl Ciii Holdings, L.P.Fund2019 adv first reportedMature$226M
Apr 12, 2024
31$0Mar 16, 2018
Pearl Rw Holdings, L.P.Fund2019 form d first saleMature$34.0M
Apr 12, 2024
24$60.0M
of $60.0M
May 24, 2019
Pearl Energy Investments II, LPFund2017 form d first saleHarvest$752M
Apr 12, 2024
57$600M
of $600M
Jul 20, 2017
Pearl Energy Investments, L.P.FundunknownUnknown$931M
Apr 12, 2024
67$0
of $500M
Jul 28, 2015
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
23 current, 1 departed
Jeremy Basso
Associate
Associate
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Associate
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Billy Quinn
Managing Partner & Founder
Managing partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
William J Quinn
Managing Partner · since Jun 1, 2015
Managing partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
William J Quinn
Managing Partner · since Jun 1, 2015
Managing partner
FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
A. Chris Aulds
Operating Partner & Founder
Operating partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Kevin M Pohler
Limited Partner · since Jan 1, 2023
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Steven Cobb
Limited Partner · since Jan 1, 2023
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stewart Coleman
Partner · since Sep 1, 2021
Partner
FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
Partner
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stewart Coleman
Limited Partner · since Sep 1, 2021
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
David Aaron Levinson
Chief Operating Officer, Chief Compliance Officer · since Jun 1, 2015
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
David Levinson
Managing Director & Chief Operating Officer
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Deena Lynn Roubal
Chief Financial Officer · since Sep 1, 2015
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Deena Lynn Roubal
Chief Financial Officer · since Sep 1, 2015
Platform and operations
FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
Deena Ridley
Chief Financial Officer
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Frank Opolski
Vice President of Accounting
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Helene A. Haston
Office Manager and Executive Assistant
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Rachel Farrall
Executive Assistant
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Whitney Brown
Executive Assistant
Platform and operations
FactVenture organization websites (about, team, portfolio, thesis, news pages)
Mathias Kibikas
Vice President
Vice president
FactVenture organization websites (about, team, portfolio, thesis, news pages)
1 departed (kept with end dates)
Investments on record
1 edges, 1 companies, 0 partner-attributed
CompanyRoundRolePartnerRound sizeThis investorDateSource
Privacy Policyportfolio listingunknownunknownunknownunknownSep 14, 2026Fact Venture organization websites (about, team, portfolio, thesis, news pages)
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
7 relationships from shared deals, counted for the whole firm
Maveron LLC 1 shared · one timeAspect Acquisition Management 1 shared · one timeDental Innovation Alliance Management Company, LP 1 shared · one timeCasa Verde 1 shared · one timeGlobal Infrastructure Management, LLC 1 shared · one timeParade Route LLC 1 shared · one timeWayfinder Ventures Management, L.L.C. 1 shared · one time
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
13 dated events
  1. Jan 1, 2023
    Steven Cobb joined Schedule A of Pearl Energy Investment Management, LLC as Limited Partner
    Person joinedPeopleFactSteven CobbSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. Jan 1, 2023
    Kevin M Pohler joined Schedule A of Pearl Energy Investment Management, LLC as Limited Partner
    Person joinedPeopleFactKevin M PohlerSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Nov 18, 2022
    Pearl Energy Investments III, LP no longer reported on Form ADV by Pearl Energy Investment Management, LLC
    Fund no longer reportedFundsInferencePearl Energy Investments III, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Nov 18, 2022
    Pearl Nff Investments III, LP no longer reported on Form ADV by Pearl Energy Investment Management, LLC
    Fund no longer reportedFundsInferencePearl Nff Investments III, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Mar 31, 2022
    Pearl Energy Investments III, LP first reported on Form ADV by Pearl Energy Investment Management, LLC (Venture Capital Fund), GAV $412,600,000
    Fund first reported on Form ADVFundsFactPearl Energy Investments III, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  6. Mar 31, 2022
    Pearl Nff Investments III, LP first reported on Form ADV by Pearl Energy Investment Management, LLC (Venture Capital Fund), GAV $21,000,000
    Fund first reported on Form ADVFundsFactPearl Nff Investments III, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  7. Dec 7, 2021
    Anthony Chris Aulds (Partner) no longer on Schedule A of Pearl Energy Investment Management, LLC
    Person leftPeopleInferenceAnthony Chris AuldsSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  8. Sep 1, 2021
    Stewart Coleman joined Schedule A of Pearl Energy Investment Management, LLC as Limited Partner
    Person joinedPeopleFactStewart ColemanSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  9. Mar 26, 2020
    Pearl Rw Holdings, L.P. first reported on Form ADV by Pearl Energy Investment Management, LLC (Venture Capital Fund), GAV $60,119,413
    Fund first reported on Form ADVFundsFactPearl Rw Holdings, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  10. Mar 29, 2019
    Pearl Ciii Holdings, L.P. first reported on Form ADV by Pearl Energy Investment Management, LLC (Venture Capital Fund), GAV $105,394,579
    Fund first reported on Form ADVFundsFactPearl Ciii Holdings, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  11. Jul 28, 2017
    Pearl Energy Investments II, LP first reported on Form ADV by Pearl Energy Investment Management, LLC (Venture Capital Fund), GAV $600,000,000
    Fund first reported on Form ADVFundsFactPearl Energy Investments II, LPSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  12. Sep 29, 2015
    Pearl Energy Investment Management, LLC first filed Form ADV (ERA, venture capital fund adviser exemption)
    First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  13. Sep 29, 2015
    Pearl Energy Investments, L.P. first reported on Form ADV by Pearl Energy Investment Management, LLC (Venture Capital Fund), GAV $68,050,000
    Fund first reported on Form ADVFundsFactPearl Energy Investments, L.P.SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
  1. Sep 12, 2026
    Institutional venture firm (confirmed, 95%, cls-1)
    venture manager, reported GAV $1,943M across 4 vehicles
Evidence
59 observations from 4 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_exemption,vc_funds_reportedApr 17, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC exemption claimedventure_capital_fund_adviserApr 17, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC exemption claimedventure_capital_fund_adviserApr 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC adviser typeexempt_reporting_adviserApr 17, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeexempt_reporting_adviserApr 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2015-09-29Apr 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2026-04-17Apr 17, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2024-04-12Apr 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC statusERA - ActiveApr 17, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective2015-09-29Apr 17, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture share of reported funds1Apr 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone214-308-5230Apr 17, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone214-308-5230Apr 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page urlhttps://pearl-energy.com/contact-us
“contact page linked from the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionPearl Energy Investments is a Dallas, Texas-based investment firm with $2 billion of committed capital under management.
“meta description”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionPearl Energy Investments is a Dallas, Texas-based investment firm with $2 billion of committed capital under management.
“meta description”
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
HeadquartersDallas, TXApr 17, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersDallas, TXApr 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address4030 MAPLE AVENUE, SUITE 500, Dallas, TX, 75219Apr 17, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address2100 MCKINNEY AVENUE, SUITE 1675, Dallas, TX, 75201Apr 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Legal formLimited Liability CompanyApr 17, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Legal formLimited Liability CompanyApr 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Portfolio pagehttps://pearl-energy.com/portfolio
“0 entries read”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Portfolio pagehttps://pearl-energy.com/portfolio
“2 entries read”
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported4Apr 17, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported4Apr 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$417MApr 17, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$1.9BApr 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Schedule a diffsadiff-1Apr 17, 2026FactIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)
Stated geographytexas
“geography words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographytexas
“geography words on the home page”
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsenergy
“sector words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated sectorsenergy
“sector words on the home page”
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://pearl-energy.com/team
“14 name/title pairs read”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://pearl-energy.com/team
“14 name/title pairs read”
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported4Apr 17, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported4Apr 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://WWW.PEARL-ENERGY.COMApr 12, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titlePearl Energy Investments
“title tag”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titlePearl Energy Investments
“title tag”
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)