← Tributary

PELICAN ENERGY PARTNERS

HOUSTON, TX · CRD 163267 · IAPD ↗ · pelicanenergypartners.com · 713-559-7110

$1.01BRegulatory AUM
15Advisory reps
29Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
June 2026 — DAYBREAK FUND ADVISORS LLC is now doing business as PELICAN ENERGY PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
April 2026 — DAYBREAK FUND ADVISORS LLC now reports custody of client assets ($1.55B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2025 — DAYBREAK FUND ADVISORS LLC crossed $1B in regulatory AUM ($961.9M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
48
April 2024 — DAYBREAK FUND ADVISORS LLC reported RAUM up 27% ($755.6M -> $961.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.