LORINTINE CAPITAL

RIASEC Registered
Total AUM
$72.3M
Discretionary
$37.7M
52% of AUM
Avg account
$1.3M
Accounts
54
Employees
3
Advisory reps
2

Firm details

Headquarters
DALLAS, Texas
CRD number
151204
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 79%, Other 20%, Cash & Cash Equivalents 1%79%
  • Exchange Traded Equities79%
  • Other20%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • CHRISTOPHER WELSH

    President & Investment Advisor RepresentativeCRD 5725264

  • JUANICE WELSH

    Limited PartnerCRD 5725273

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth