Portfolio
Petro Lucrum, Inc. is the embodiment of a multigenerational legacy rooted in wealth creation across various sectors, most notably oil and gas, oilfield services, ranching, and land real estate. This legacy extends to their deep involvement in agriculture and ranching, where responsible land management and stewardship have been paramount.
Today, Petro Lucrum, Inc. continues to honor this storied legacy while also pioneering a transformative approach to investment. Energy transition is at the forefront of their investment strategy, reflecting their commitment to a sustainable and prosperous future. They recognize the pivotal role that energy transition plays in shaping the global landscape and are actively engaged in harnessing its potential.
Furthermore, Petro Lucrum, Inc., in collaboration with its Single Family Office Club, has embraced a tech-enabled private equity model that facilitates co-investment opportunities. This innovative approach allows for strategic partnerships and diversified portfolios, reducing risk while optimizing returns. As the generations within the family move towards a more passive role in wealth management, Petro Lucrum’s focus on alternative investments becomes increasingly important. These investments offer non-correlated returns and risk-adjusted strategies, mitigating the concentration risk often associated with direct investment portfolios.
In essence, Petro Lucrum, Inc. is not only preserving its family’s wealth but also leveraging its expertise to navigate evolving markets, promote sustainable practices, and create a lasting impact. Their commitment to adaptability, innovation, and responsible investment reflects a generational legacy that seeks to build a brighter future for all.
Current Mandates:
- Energy Transition: EV, EV Charging, Clean-Tech, Artificial Intelligence, Drones
- E&P: Production (PDP) with upside (PDNP + PUD) onshore USA with a fairway in the Gulf and Mid-Continent States from $25MM-$250MM
- Oilfield Services: USA based, Salt Water Disposal, Water Recycling, Site Preparation, Oilfield Rental, Workover Rig and Drilling Services, HSE, Workover. Sweet Spot: EBITDA between $500M and $5MM
- Infrastructure Services: water treatment facilities, industrial drones, artificial intelligence, pipeline construction and integrity, inspection services, utility services, government contracting. Sweet Spot: EBITDA between $2M and 10MM
- Real Estate: Special Situation, Commercial, Ranch Land
- Opportunist: Fintech, Beverage, Distribution, Events, Entertainment, Production, Manufacturing, Construction
- Alternatives: Fixed Income, Long, Long/Short, Private Equity, Venture Capital, Commodities, Non-Correlated