Urban Fund Management, LLC

Urban Fund Management, LLC, based in Plano, Texas, was established in 2013 and is a registered investment adviser specializing in providing discretionary investment advisory services to private investment vehicles focused on acquiring, managing, and optimizing oil and natural gas properties. The firm manages eleven private investment funds and is led by principals Mrs. Bonnie C. Shea and Mr. Matthew T. Kirby. Urban Fund Management's investment strategy aims for diversification, capital preservation, and capital appreciation. The firm's investment philosophy focuses on direct investments in oil and gas properties, with a primary goal of mitigating operational, investment, and market risks. The minimum commitment for investors is outlined in the Offering Documents, and investors must meet suitability qualifications, such as being accredited investors. The firm operates as a fiduciary to its clients, managing $785,016,350 in discretionary assets as of December 31, 2024. Urban Fund Management's fee structure varies by fund and includes management fees, carried interest allocations, and other related fees. The firm does not participate in wrap fee programs and maintains a Code of Ethics to address potential conflicts of interest. Clients are provided with annual financial statements and tax information, and the firm exercises investment discretion based on each fund's objectives and strategies. Urban Fund Management does not compensate third parties for client referrals and does not typically vote proxies for publicly traded securities.