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 registered with the SEC since 2019. The firm is classified in the source data as an investment bank and is identified as being owned by a domestic entity and/or an individual. Available disclosures indicate it does not operate as a capital allocator, is not an active ESG investor, and is not registered as a multistate adviser or pension consultant. The firm has provided very limited public detail about its business activities, client types, or advisory services.
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 6THOMAS MCCLINTOCK
AdvisorCRD 2428291
Michele Martin
Registered RepresentativeCRD 8122201
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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