Tpg Re Finance Trust Management, L.P. (Fort Worth)
Tpg Re Finance Trust Management, L.P. is a large advisory firm based in Fort Worth. It manages $4.53 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California and Texas.
Tpg Re Finance Trust Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Tpg Re Finance Trust Management: assets under management
The assets under management (AUM) of Tpg Re Finance Trust Management, L.P. is $4.53 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Tpg Re Finance Trust Management, L.P. for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Tpg Re Finance Trust Management serves?
The only and largest group of clients of Tpg Re Finance Trust Management is pooled investment vehicles with 1 clients and $4.53 billion of assets under management. Among the 10 most similar advisory firms, Tpg Re Finance Trust Management has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $4.53 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.
Tpg Re Finance Trust Management doesn't advise any private funds.
Careers at Tpg Re Finance Trust Management, L.P.
The company employs 17 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 14 indirect owners.Based in Fort Worth
The principal office where Tpg Re Finance Trust Management, L.P. performs its advisory services is located at 301 Commerce Street, Fort Worth, TX 76102, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 817-871-4000 or by fax 817-871-4001. The normal business hours are 8:30 - 5:30 on Monday - Friday. You can find more information about the New York firm at tpg.com/ and its LinkedIn profile.
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