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MP

Michael C. Pearl

PEARL CAPITAL INVESTMENTS
Houston, TX
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CRD#: 7443304
MP

Professional summary


Michael Calvit Pearl is a registered financial advisor currently at PEARL CAPITAL INVESTMENTS located in Houston, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michael has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name of outside business: USA Compression Partners, LP (NYSE: USAC); Is the business investment related: No; Location of the business: 111 Congress Avenue Suite 2400 Austin TX 78701 USA; oba street address: 111 Congress Avenue Suite 2400; oba city: Austin; oba state: TX; oba zip code: 78701; oba country: USA; Description of the business: Founded in 1998, USA Compression is a third-party provider of mission-critical compression services to customers across the oil & gas industry. Our compression equipment provides the means by which our customers are able to move natural gas through the domestic pipeline system. We also provide specialized compression applications aiding in the production of crude oil. We are one of the largest independent providers in the United States. Since our inception, we have focused primarily on large-horsepower (typically over 1,000 HP) applications and we employ a highly-trained workforce of field technicians and engineers who maintain our compression equipment to allow for uninterrupted operation. Safety is priority #1 at USAC - everything we do is designed to provide a safe operating environment, both for our employees as well as our customers. We take pride in our commitment to customer service excellence and we have a strong track record of safe operations.; Position Title: Chief Financial Officer; Responsibilities Duties: Oversee and advise on financial operations and aspects of the company; Start date with business: 2022-08-09; Hours per month devoted to business during trading hours: 32.5; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 90; Will an IRS form for income earned be received: Yes; Website address for the organization: https://usacompression.com/;

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CRS (Client Relationship Summary) - RIA


Click below to view Michael Calvit Pearl's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 16, 2021 - Present

PEARL CAPITAL INVESTMENTS

RIA
CRD#: 316937
Houston, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(12/16/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/13/2021
Uniform Investment Adviser Law Examination

Current Firm


PC
PEARL CAPITAL INVESTMENTS
PEARL CAPITAL INVESTMENTS | PEARL CAPITAL INVESTMENTS LLC

CRD#: 316937 / SEC#:

Texas
Registered Investment Advisory firm - (12/14/2021 Approved)
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Contact information


Main Address
Houston, TX
Mailing Address
Phone number
(713) 805-4163
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts19
AUM (Assets Under Management)$ 14,629,650

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PEARL CAPITAL INVESTMENTS

CRD#: 316937Houston, TX

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