For fiduciaries

Mineral assets records
that stand up to scrutiny.

RoyaltyMetrix gives trustees, family offices, foundations, and advisors a documented system for mineral portfolio oversight: ownership organized, revenue verified, issues tracked, and beneficiary-ready reporting produced on a consistent cadence.

Request a Portfolio Review How we work →
BPX ENERGY · OWNER STATEMENT API 42-329-#####
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no pay
for 9 months
Revenue w/ clawbacks · 24 months
Cumulative
↑ across all operators and basins
Jan 2024Dec 2024
Claim · drafted
Awaiting signature
Ready for client review
The fiduciary gap

Mineral assets are often
the least visible line item.

Mineral interests can sit inside a trust or family office for decades, generating income without the same reporting discipline applied to marketable securities, real estate, or private investments. Statements are operator-coded. Documents are incomplete. Beneficiaries ask reasonable questions that are hard to answer quickly. We create the written record and oversight cadence fiduciaries need to manage mineral assets with confidence.
What fiduciaries get

A defensible oversight layer for mineral assets.

01

A clean portfolio record.

We organize ownership, wells, leases, division orders, operator statements, and key documents into a structured record that a trustee, advisor, successor fiduciary, or beneficiary can understand.
02

Revenue verification.

We audit royalty payments against source data and governing documents, flag variances, and maintain evidence for the decisions made around each issue.
03

Recovery and issue tracking.

Open claims, operator correspondence, lease questions, suspense items, and production anomalies are tracked as active matters, not buried in email chains.
04

Reporting built for accountability.

We translate complex operator data into clear monthly reporting for trustees, committees, and beneficiaries, with enough detail behind it to support the file.
Why exclusively owners

One side of the table. Every time.

Every other participant in the mineral royalty economy is paid by someone — the operator, the aggregator buying the interest, the platform charging a subscription, the broker taking a commission. Those relationships shape whose interests get prioritized when the calculations get complicated, which is most of the time. RoyaltyMetrix has made a structural choice: we work for mineral owners, and for no one else who touches the asset. No operator engagements. No referral fees from buyers or platforms. No revenue sharing with vendors whose products our clients use. The consequence is simple — when we tell you what the statement missed, or whether an offer is fair, there is no quiet third party whose interests we’re also trying to serve.

How it works

Review. Document. Verify. Report.

Step 1

Portfolio Review

We assess the trust or entity record across ownership, documents, operators, revenue, leases, and unresolved questions.
Step 2

Record Build

We consolidate the source materials into a working system of record so the fiduciary can see what is owned, what is producing, and what is missing.
Step 3

Audit & Recovery

We verify payments, document variances, and pursue recoveries where the facts support a claim.
Step 4

Ongoing Reporting

We maintain a monthly written record of income, changes, issues, recoveries, and next actions, built for fiduciary continuity.
We work alongside counsel, accountants, investment committees, and existing advisors. We do not replace fiduciary judgment. We give it better evidence.
What you receive

A fiduciary-ready monthly file.
Not another pile of statements.

Monthly Performance Review · Sample Excerpt
Trust mineral portfolio: Monthly Oversight Review

This month’s mineral income was reconciled across active operators and compared to expected production and prior-period trends.

Two issues remain open: documentation requested from Operator A regarding deductions, and payment timing under review for a recently completed well group.

The trust record was updated with current statements, issue status, and supporting documentation. Beneficiary-facing summary available on request.

— Portfolio Manager · Senior Auditor
Sample language shown for demonstration. Actual fiduciary reports are customized to the trust, foundation, or office.
Verification this period
Ownership · leases · royalties
Reconciled against source documents
Documented for the file
Issues, claims, decisions
With evidence and next actions
What the fiduciary file tracks:
Ownership record CURRENT
Royalty income RECONCILED
Open issues TRACKED
Claims DOCUMENTED
Beneficiary questions SUPPORTED
Successor record READY
Each line maintained as a continuous record on the trust file.
The standard

A record you can explain. A process you can defend.

Record

At scale, across every major U.S. basin.

1.9M
Gross mineral acres monitored
19,726
Producing wells
$1.5B
Audited to date
Exclusive
Owners only — never operators
Acres and wells reflect assets under current monitoring. Audited figure is cumulative across work performed since 2019, continued under RoyaltyMetrix. Past results do not guarantee future outcomes.
About us

Led by data scientists and E&P professionals. Staffed by discipline.

RoyaltyMetrix is a specialist firm representing mineral owners exclusively — never operators, never both. Each engagement is assembled around the disciplines the work requires: revenue audit, title and division orders, lease review, claims management, reporting, and the data infrastructure that makes continuous oversight possible. A named engagement lead serves as the client’s single point of contact throughout the relationship.

Pablo Bressan
Founder & Managing Principal
Former operator and E&P professional. Leads firm strategy, audit engagements, and the client relationship through every phase.
Hector Rubio
Data Science & AI Lead · Co-founder
Builds and leads the firm’s analytical and AI infrastructure — the systems that make continuous portfolio oversight possible at the scale we operate.
Miki Goodger
Title, Division Orders & Lease Lead
Lease review, division-order reconciliation, and title research across every engagement. The document authority behind every finding.
Milagros Yi-Con
Finance & Operations Lead
Financial reconciliation, claims workflow, and firm operations. Multi-continent finance and compliance background in the E&P industry.
Flavio di Berardino
Lead Data Engineer
Builds and maintains the data pipelines, integrations, and platforms that power every client engagement.
Orlando Castillo
Advisor & Investor · Co-founder
Advises the firm on business development, strategic partnerships, and long-term positioning.
The firm is building an Advisory Board of industry leaders with deep expertise in oil & gas operations, mineral investment, and fiduciary practice. Announcements forthcoming.
Based in Austin, Texas. Active monitoring across every major U.S. basin.
Who we serve

Fiduciaries responsible for mineral assets inside larger portfolios.

— Trustees, family offices, foundations, estate advisors, and corporate fiduciaries with mineral interests under responsibility.
— Holdings that generate meaningful income or create recurring questions from beneficiaries, committees, or advisors.
— Portfolios where documents, operators, and ownership history are too fragmented for ordinary reporting.
— Teams that want specialist capability without hiring a full internal mineral department.
Where holdings are incidental or immaterial, existing counsel and accounting support may be enough. We will be direct when that is the case.
Questions fiduciaries ask

FAQ

No. We work alongside them. Counsel interprets legal questions, CPAs handle tax and accounting, and we maintain the mineral-specific record, audit evidence, and monthly oversight workflow.

Yes. We can produce trustee-facing detail and beneficiary-facing summaries from the same underlying record, so explanations are consistent and supported.

The system of record and monthly file create continuity. A successor fiduciary can see what was owned, what was paid, what was questioned, what was recovered, and what remains open.

Yes. We can work alongside existing tools or carry the system of record inside the RoyaltyMetrix platform when a separate system is not already in place.

Because income alone is not oversight. Fiduciary management requires a documented process, not just deposited checks. We create the process and evidence around the asset.

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