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ALLEGRO MINERAL PARTNERS LLC
CRD 324740File 801-135657
APPROVED
Custody
Filing as of May 19, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$135.3M
Bottom 25% of cohort (national)
Discretionary AUM
$132.9M
Non-discretionary $2.4M
Clients
6
7 accounts
Employees
17
Bottom 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 26, 2026
- Principal office
- 5300 MEMORIAL DRIVE, SUITE 430, HOUSTON, TX, 77007
- Phone
- 832-895-7030
- Website
- https://allegrominerals.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $135.3M
- Discretionary AUM
- $132.9M
- Non-discretionary AUM
- $2.4M
- Discretionary accounts
- 6
- Non-discretionary accounts
- 1
- Total accounts
- 7
- AUM per client
- $22.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $25.1M |
| Pooled investment vehicles | 5 | $105.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — A PERCENTAGE OF INVESTED/COMMITTED CAPITAL
- Performance-based fees
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 7 | 6 | decreased by1 |
| Apr 1, 2026 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALLEGRO MINERAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALLEGRO MINERAL” 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.