# Pearl Capital Investments

> Pearl Capital Investments is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 316937
- Filed as: PEARL CAPITAL INVESTMENTS
- Legal name: Pearl Capital Investments LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316937
- AdvisorCensus page: https://advisorcensus.com/firm/pearl-capital-investments-316937

## Quick answers

**How is Pearl Capital Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Pearl Capital Investments 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.

**Is Pearl Capital Investments registered with the SEC or a state?**
Pearl Capital Investments is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316937.

**How much does Pearl Capital Investments manage?**
Pearl Capital Investments reports $16,970,293 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).

**What types of clients does Pearl Capital Investments serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); corporations or other businesses not listed above (1).

**Does Pearl Capital Investments report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316937

## 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: $16,970,293
- Discretionary: $16,970,293
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 13 | $15,319,412 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $1,650,881 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (4 years)
- Employees: 2 total, 2 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)
- pearlcapitalinvestments.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pearl Capital Investments (CRD 316937): Form ADV filing data as of October 2026.