THACKERAY PARTNERS

RIASEC RegisteredEst. 2013
Total AUM
$443M
Discretionary
$443M
100% of AUM
Avg account
$148M
Accounts
3
Employees
11
Advisory reps
2

Firm details

Headquarters
DALLAS, Texas
CRD number
166351
Registered since
April 10, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Thackeray Partners operates as a limited partnership focused on pooled real estate investment vehicles for institutional clients. The firm acts as sponsor, general partner and managing member of private funds, building portfolios through sponsored real estate funds and allocating to third-party hedge fund managers for complementary alternative exposure. Its advisory activity centers on portfolio management for pooled investment vehicles, and its compensation structure combines a percentage-of-AUM fee with performance-based fees, indicating an active, results-oriented approach to asset management. Thackeray Partners is not identified as an active ESG investor and is structured to serve institutional investors rather than retail households. The firm’s classification as a real estate fund and its role as a capital manager/sponsor shape its investment emphasis: direct or fund-level real estate exposure complemented by selected liquid mutual fund positions and hedge fund allocations for diversification and return enhancement.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • ROBERT BENNETT

    Senior Managing DirectorCRD 6175115

  • JOSEPH CHU

    Senior Managing DirectorCRD 3111646

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
5207 McKinney Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth