# Edge Natural Resources LLC

> Edge Natural Resources LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 230787
- Filed as: EDGE NATURAL RESOURCES LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/230787
- AdvisorCensus page: https://advisorcensus.com/firm/edge-natural-resources-llc-dallas-tx-230787

## Quick answers

**How is Edge Natural Resources LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Edge Natural Resources LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Edge Natural Resources LLC located?**
Edge Natural Resources LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Edge Natural Resources LLC registered with the SEC or a state?**
Edge Natural Resources LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 230787.

**How much does Edge Natural Resources LLC manage?**
Edge Natural Resources LLC reports $1,016,746,031 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Edge Natural Resources LLC's assets and staff changed since 2021?**
In the Form ADV data for Edge Natural Resources LLC: Regulatory assets under management: $998,496,249 in the October 2021 data and $1,016,746,031 in the October 2026 data, up 2%. Total employees: 15 in October 2021 and 14 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Edge Natural Resources LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).

**Does Edge Natural Resources LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/230787

**What changed in Edge Natural Resources LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 7. Regulatory assets under management went from $1,174,264,777 to $1,016,746,031 (-13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,016,746,031
- Discretionary: $1,016,746,031
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $1,016,746,031 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 14 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [edgenr.com](https://edgenr.com)
- LinkedIn @edge-natural-resources

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $998,496,249 | 15 | March 16, 2021 |
| October 2022 | $1,337,644,058 | 15 | March 24, 2022 |
| October 2023 | $1,546,620,711 | 15 | March 29, 2023 |
| October 2024 | $1,198,085,145 | 15 | March 27, 2024 |
| October 2025 | $1,174,264,777 | 15 | March 26, 2025 |
| October 2026 | $1,016,746,031 | 14 | March 30, 2026 |

Regulatory assets under management: $998,496,249 in the October 2021 data and $1,016,746,031 in the October 2026 data, up 2%.
Total employees: 15 in October 2021 and 14 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 7.
- Regulatory assets under management went from $1,174,264,777 to $1,016,746,031 (-13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Edge Natural Resources LLC (CRD 230787): Form ADV filing data as of October 2026.