Investment adviser · CRD 324320

PALO DURO INVESTMENT PARTNERS, LP

Investment adviser filing (IA)

CHICAGO, IL, United States · Form ADV filed Jul 21, 2026

Regulatory AUM
$403M
Form ADV · Item 5.F
Client accounts
7
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles3$302,633,54775.1%
Retirement plans4$100,126,31424.9%
Filing source

Form ADV 2119856 · Jul 21, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

4 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PDCP 1740 FUND, LPHedge Fund · Last reported Jul 21, 2026$296MGross asset value

Form D fundraising filings

PDCP 1740 Fund, LP

Fund administrator ULTIMUS PRIVATE FUND SOLUTIONS, LLC CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor TOPEL FORMAN LLC CHICAGO, Illinois, United States
Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian NORTHBROOK BANK & TRUST ROSEMONT, Illinois, United States Related to adviser: No
Prime broker JEFFERIES LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

TOPEL FORMAN LLC
PCAOB 5181

JEFFERIES LLC
SEC 8-15074 · LEI 58PU97L1C0WSRCWADL48

NORTHBROOK BANK & TRUST
LEI Q774KI4AW80FHFW33O61

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Fund details & source
Fund ID
805-4925872099
Reported beneficial owners
1
Minimum commitment
$0
Form D file number
021-247547

Form ADV 2119856 · Jul 21, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PALO DURO TRANSITION OPPORTUNITIES FUND, LPHedge Fund · Last reported Jul 21, 2026$3.85MGross asset value
Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No
Prime broker JEFFERIES LLC NEW YORK, New York, United States
Provider details
Annual audit
No
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

JEFFERIES LLC
SEC 8-15074 · LEI 58PU97L1C0WSRCWADL48

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Fund details & source
Fund ID
805-7314826695
Reported beneficial owners
2
Minimum commitment
$1M

Form ADV 2119856 · Jul 21, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PALO DURO TRANSATION OPPORTUNITIES PLUS FUND, LPHedge Fund · Last reported Jul 21, 2026$2.61MGross asset value
Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No
Prime broker JEFFERIES LLC NEW YORK, New York, United States
Provider details
Annual audit
No
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

JEFFERIES LLC
SEC 8-15074 · LEI 58PU97L1C0WSRCWADL48

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Fund details & source
Fund ID
805-4676548657
Reported beneficial owners
2
Minimum commitment
$1M

Form ADV 2119856 · Jul 21, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

PALO DURO ENERGY FUND, LPHedge Fund · Last reported Mar 19, 2026$3.04MGross asset value

Form D fundraising filings

ADVISORY RESEARCH ENERGY FUND LP

Fund administrator ULTIMUS PRIVATE FUND SOLUTIONS, LLC CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor TOPEL FORMAN LLC CHICAGO, Illinois, United States
Custodian JEFFERIES LLC NEW YORK, New York, United States Related to adviser: No
Custodian NORTHBROOK BANK & TRUST ROSEMONT, Illinois, United States Related to adviser: No
Prime broker JEFFERIES LLC NEW YORK, New York, United States
Provider details
Annual audit
Yes
Prime brokers
Yes
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

TOPEL FORMAN LLC
PCAOB 5181

JEFFERIES LLC
SEC 8-15074 · LEI 58PU97L1C0WSRCWADL48

NORTHBROOK BANK & TRUST
LEI Q774KI4AW80FHFW33O61

JEFFERIES LLC
CRD 2347 · SEC 8-15074

Fund details & source
Fund ID
805-1073509128
Reported beneficial owners
5
Minimum commitment
$500K
Form D file number
021-75399

Form ADV 2061271 · Mar 19, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 21, 2026. View historical filings

Reported services

Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

311 S. WACKER DRIVE - SUITE 2640
CHICAGO, IL, 60606, United States

CRD 324320

Filing source

Form ADV 2119856 · Jul 21, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.