3pe Advisors
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 290234
- Registered since
- January 18, 2019
- Website
- www.speysidepartners.com
Firm profile
FINTRXOverview
3pe Advisors is organized as a limited liability company and is SEC-registered as of 2019. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. Owner type is recorded as a combination of a domestic entity and an individual. Public records on the firm are sparse: there are no disclosed details in FINTRX about its client base, fee schedule, advisory activities, or other business lines. The profile also notes that 3pe Advisors is not identified as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7
Thomas Mcclintock
Managing DirectorCRD 2428291

Michael Taylor
Managing DirectorCRD 4131002

James Latimer
PartnerCRD 4462115
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 1910 Pacific Ave
- Time zone
- CT (UTC-6)
- Office locations
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