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PETRA CAPITAL MANAGEMENT, INC.
CRD 277042File 801-101523
APPROVED
Filing as of Jul 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.76B
Top 25% of cohort (national)
Discretionary AUM
$1.76B
Clients
5
16 accounts
Employees
13
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jul 16, 2015
- Principal office
- 9F, 25 EUNHAENG-RO, YEONGDEUNGPO-GU, SEOUL, 07238
- Phone
- +82-2-3774-0978
- Website
- HTTP://WWW.PETRACM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.76B
- Discretionary AUM
- $1.76B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 16
- Non-discretionary accounts
- 0
- Total accounts
- 16
- AUM per client
- $351.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.8M |
| Non-U.S. persons | Fewer than 5 | $277.4M |
| Insurance companies | Fewer than 5 | $15.1M |
| Charitable organizations | Fewer than 5 | $771.9M |
| High net worth individuals | Fewer than 5 | $14.6M |
| Pooled investment vehicles | 5 | $529.9M |
| Pension and profit sharing plans | Fewer than 5 | $143.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | AUM | $747,565,857 | $1,755,045,360 | increased by$1,007,479,503 |
| Jul 1, 2026 | Accounts | 17 | 16 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 12 | 13 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 17 | 5 | decreased by12 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $660,911,878 | $747,565,857 | increased by$86,653,979 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 27 | 17 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 20 | 17 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $358,898,424 | $660,911,878 | increased by$302,013,454 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 26 | 27 | increased by1 |
| Jul 1, 2022 | Clients | 18 | 20 | increased by2 |
| Jul 1, 2022 | AUM | $385,060,984 | $358,898,424 | decreased by$26,162,560 |
| Jul 1, 2022 | Accounts | 24 | 26 | increased by2 |
| Jul 1, 2021 | Employees | 13 | 12 | decreased by1 |
| Jul 1, 2021 | Clients | 6 | 18 | increased by12 |
| Jul 1, 2021 | AUM | $332,878,550 | $385,060,984 | increased by$52,182,434 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PETRA CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PETRA CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.