AdFi
EN

EDGE Natural Resources LLC

SEC Registered

Advancing Reliable, Responsible, Low-Cost Energy

Dallas, TXhttps://edgenr.com469-331-0123
Assets Under Management
$1B–$5B
Employees
14
Office Locations
1 office
Total Accounts
7

About the firm

Edge is a Dallas-based investment firm that invests in the lower middle market North American energy sectors. The firm has made total commitments of $1.1 billion and maintains 14 active portfolio companies across 10 active basins.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Lower Middle MarketEnergy InvestmentNorth American ResourcesOil And GasPrivate Equity

Services

Investment capital for the modern North American resource play

Private funds / alternatives
Private Equity

Who they serve

Partners seeking compelling lower middle market energy investment opportunities

Client segmentClientsAssets managed
Pension/Profit Sharing Plans7$1.0B

Leadership

Enr Holdings Lp
MEMBER
Oscar Bennett Pate
PARTNER
Roy Abraham Aneed
PARTNER
Jesse Neal Bomer
PARTNER AND CHIEF COMPLIANCE OFFICER
Oscar Bennett Pate
LIMITED PARTNER
Stacie Renee Moore
PARTNER AND CHIEF FINANCIAL OFFICER
Roy Abraham Aneed
LIMITED PARTNER
Jesse Neal Bomer
LIMITED PARTNER
Enr Gp Llc
GENERAL PARTNER
Roy Abraham Aneed
MEMBER
Jesse Neal Bomer
MEMBER
Oscar Bennett Pate
MEMBER
Stacie Renee Moore
MEMBER

Office locations

1 office in 1 state
TX
DallasHQ

Regulatory & compliance

CRD number
#230787
SEC Number
801-98339
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EDGE Natural Resources LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
EDGE Natural Resources LLC in Dallas, TX | AdvisorFinder