Data / Investment advisers / Texas / Allegro Mineral Partners LLC
Allegro Mineral Partners LLC, Houston, TX: $135 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Allegro Mineral Partners LLC is an SEC registered investment adviser with its main office in Houston, Texas and reports $135 million in regulatory assets under management in its Form ADV filed May 19, 2026. Its clients include pooled investment vehicles and corporations and other businesses. It is paid through fixed fees, performance based fees and other fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 324740
- SEC file number
- 801-135657
- SEC status
- Approved, effective March 26, 2026
- Main office
- 5300 Memorial Drive Suite 430, Houston, TX 77007
- Phone
- (832) 895-7030
- Website
- allegrominerals.com
- Regulatory AUM
- $135,327,850 in the Form ADV filed May 19, 2026
- Discretionary AUM
- $132,924,256
- Non discretionary AUM
- $2,403,594
- Accounts
- 7
- Employees
- 17, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- fixed fees, performance based fees, other fees
- Private funds
- 4: 4 private equity funds
- Gross assets of private funds
- $102,784,834
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $105.2 million |
| Corporations or other businesses | 1 | $25.1 million |
Other advisers in Houston
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Stavis Wealth Transfer Solutions | Houston | $148.1 million | Not listed | adviserinfo.sec.gov |
| CSL Capital Management, L.P. | Houston | $144.8 million | 7 | adviserinfo.sec.gov |
| Shelter Wealth Strategies, LLC | Houston | $144.1 million | Not listed | adviserinfo.sec.gov |
| Flagship Investment Management LLC | Houston | $140 million | 2 | adviserinfo.sec.gov |
| Alteris Capital Partners, LLC | Houston | $139.5 million | Not listed | adviserinfo.sec.gov |
| Kanos Capital Management, LLC | Houston | $133.2 million | Not listed | adviserinfo.sec.gov |
| Blackgold Capital Management LP | Houston | $133 million | 7 | adviserinfo.sec.gov |
| Usca Asset Management LLC | Houston | $132.1 million | 24 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Houston, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Allegro Mineral Partners LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.