Third Gear Capital Management LP

RIASEC RegisteredEst. 2025
Total AUM
$116M
Discretionary
$116M
100% of AUM
Avg account
$28.9M
Accounts
4
Employees
3
Advisory reps
4

Firm details

Headquarters
Houston, Texas
CRD number
327316
Registered since
July 2, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Third Gear Capital Management LP is a limited partnership that operates as a hedge fund adviser focused on institutional clients. The firm is registered with the SEC (registration year 2025) and provides portfolio management for pooled investment vehicles. Ownership is structured between a domestic entity and an individual, and the firm also acts as sponsor/GP/managing member of pooled vehicles it advises. Fee arrangements combine a percentage-of-AUM charge with performance-based fees. The firm does not present itself as an ESG-active investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Albert Magill

    Chief Operating OfficerCRD 8067649

  • Sheldon Simon

    Sheldon Simon

    Founder, Managing Partner and CIOCRD 6172350

Contacts

2 of 2
  • John Connally

    Limited PartnerCRD 8104092

  • David Havens

    David Havens

    Partner and Senior AnalystCRD 3011072

Wealth teams

FINTRX

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

Houston, TX

Harris

Location

Houston, TX

Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
Harris
Address
4306 Yoakum Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth