TPG Capital Bd, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
135
Avg account
$0

Firm details

Headquarters
Fort Worth, Texas
CRD number
143876
Registered since
October 1, 2007

Firm profile

FINTRX

Overview

TPG Capital Bd, LLC is organized as a limited liability company and is registered with the SEC since 2007. FINTRX classifies the entity as an investment bank rather than a traditional registered investment adviser or capital allocator. The firm is owned by a combination of a domestic entity and an individual. In the snapshot data provided there are no entries for client types, fee schedules, or listed advisory activities, and the firm is marked as not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not recorded as a related adviser.

Assets & Accounts

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

Owners & executives

3 of 6
  • Thomas Reddick

    Chief Compliance OfficerCRD 5149030

  • Michael Umayam

    Michael Umayam

    Chief Compliance OfficerCRD 6814011

  • Jack Weingart

    Jack Weingart

    Director, Chief Financial OfficerCRD 1879144

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Contacts

3 of 129
  • Claribel Truglia

    Claribel Truglia

    Senior AssociateCRD 7819928

  • Nicolas Gonzalez Ortega

    Nicolas Gonzalez Ortega

    AssociateCRD 7866561

  • Joseph Buss

    Joseph Buss

    Managing DirectorCRD 4490115

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

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Location

Primary office

Fort Worth, TX

Tarrant

Location

Fort Worth, TX

Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Tarrant
Address
301 Commerce St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth