Tpg Re Finance Trust Management, L.P
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Overview
Tpg Re Finance Trust Management, L.P is a financial advisory company located in Fort Worth, Texas. It oversees $5.5 billion in assets over one account, placing it among the largest firms in the nation by assets under management (AUM). The firm has a small team, including 19 financial advisors. Tpg Re Finance Trust Management, L.P does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are tradable fiscal assets like options, bonds and equities.
Tpg Re Finance Trust Management, L.P oversees all of its client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell judgments for the client's account without requiring the customer's authorization. Tpg Re Finance Trust Management, L.P supervises an average of $5.5 billion for each client account. An average financial advisor at Tpg Re Finance Trust Management, L.P oversees fewer than one client account, making it one of the most individualized financial advisor firms in the country.
Tpg Re Finance Trust Management, L.P's headquarters is located at 301 Commerce Street, Fort Worth, Texas 76102. The company is legally allowed to provide services to clients across a number of states, including California and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Tpg Re Finance Trust Management, L.P by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$5.5 billion
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
19
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$5.5 billion
Fee Structure
Fees for financial advisory services largely vary depending on which services are offered. Fee types charged by the firm likely consist of the following fee types: fixed or other. Tpg Re Finance Trust Management, L.P does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
Tpg Re Finance Trust Management, L.P caters to pooled investment vehicles. Tpg Re Finance Trust Management, L.P's biggest client type is pooled investment vehicles. None of the company's customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Tpg Re Finance Trust Management, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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