LORINTINE CAPITAL
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 151204
- Website
- lorintine.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI27.64%
- Corporations / Businesses26.26%
- Individuals19.21%
- Other15.62%
- Business Development Companies6.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Lorintine Capital operates as a small, independent registered investment adviser organized as a limited partnership. The firm serves both individual/family and institutional clients and offers a mix of financial planning and portfolio management services across individual accounts, pooled vehicles and business/institutional mandates. Its advisory model is flexible on fees — charging percentage of AUM, hourly and fixed fees, and it also uses performance-based fees for at least some strategies. Investment activity is tilted toward publicly traded equities, but the firm maintains exposure to a range of alternative strategies including hedge funds, real estate, commodities and energy (oil & gas). Lorintine Capital is not positioned as an ESG-focused manager and does not identify as a multi-state adviser. The firm lists educational seminars and workshops among its advisory activities and records an industry affiliation with a law firm, suggesting a client base that may require more bespoke planning and legal coordination. Capital allocation is not a primary function of the firm — its role is primarily advisory and portfolio management across active and pooled structures.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities79%
- Other20%
- Cash & Cash Equivalents1%
Contacts
2 of 2CHRISTOPHER WELSH
President & Investment Advisor RepresentativeCRD 5725264
JUANICE WELSH
Limited PartnerCRD 5725273
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
- 5477 Glen Lakes Dr
- Time zone
- CT (UTC-6)
- Office locations
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