Services
Four funds, one standard of disclosure.
Choose by risk band and horizon, not by promised percentages. Every fund's historical range reflects real trailing performance — including losses.
BRK
Bedrock Income Fund
Conservative
Royalty interests in producing wells with long operating histories. Priority is capital preservation and steady distributions.
- Minimum
- $1,000
- Horizon
- 12–24 months
- Historical
- 4.1%–6.8% annualized (trailing 3yr)
MSA
Midstream Access Fund
Balanced
Pipeline, storage, and processing infrastructure positions. Cash flows tied to throughput contracts rather than commodity price swings.
- Minimum
- $5,000
- Horizon
- 2–4 years
- Historical
- 6.5%–11.2% annualized (trailing 3yr)
UDF
Upstream Development Fund
Growth
Participation in operated drilling and completion programs across vetted basins. Returns track production results and commodity pricing.
- Minimum
- $10,000
- Horizon
- 3–5 years
- Historical
- 9.0%–18.4% annualized (trailing 3yr)
FEF
Frontier Exploration Fund
Aggressive
Early-stage exploration and modular refinery ventures. Higher potential upside carries real risk of loss, including partial loss of principal.
- Minimum
- $25,000
- Horizon
- 5–7 years
- Historical
- -8.0%–29.6% annualized (trailing 3yr, high variance)
Beyond the funds
What comes with every account.
Fund documents & K-1 prep
Offering memoranda, quarterly reports, and tax document support delivered from your dashboard.
Independent performance audits
Annual third-party audits of NAV calculations for every active fund.
Custody & compliance
Assets held with a regulated custodian; AML/KYC checks on every account.
24/7 AI + human support
Instant answers from our AI assistant, with escalation to a licensed advisor for anything account-specific.