Trinity Hunt Management, L.P
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Overview
Trinity Hunt Management, L.P is a financial advisor firm located in Dallas, Texas. The firm has $1.8 billion in total assets throughout six customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management (AUM). Trinity Hunt Management, L.P has a small team, including 21 financial advisors. Trinity Hunt Management, L.P is not a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are tradable financial investments such as bonds, options and equities.
Trinity Hunt Management, L.P oversees all of the company's accounts in a discretionary manner. Discretionary management is a structure in which buy and sell decisions are made by an investment advisor without requiring client permission. Trinity Hunt Management, L.P supervises an average of $298.0 million in assets for every customer account. An average advisor at Trinity Hunt Management, L.P administers fewer than one client account, making it one of the most personalized advisor firms in the country.
The company's headquarters is at 2850 N. Harwood Street, Dallas, Texas 75201. The firm is registered to provide services to clients in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Trinity Hunt Management, L.P by the Numbers
$1.8 billion
26
6
$298.0 million
Fee Structure
Fees for financial advisory services usually vary depending on which services the firm provides the client. Fees charged by the firm can be comprised of the following fee structures: asset-based, performance-based or other. The company does not participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
Trinity Hunt Management, L.P works with pooled investment vehicles. Out of its six accounts, Trinity Hunt Management, L.P's largest client group is pooled investment vehicles. None of the firm's customers are represented by people 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
Trinity Hunt Management, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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