TPG CAPITAL BD, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
134
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 recorded as a limited liability company that has been SEC-registered since 2007. In the dataset the firm is classified as an investment bank and is identified as being owned by a domestic entity and an individual. The public record supplied contains minimal detail about its specific advisory or business activities. The firm is not listed as a capital allocator and is not flagged as an active ESG investor. It is also marked as not being a multi-state adviser, not newly formed, and not a pension consultant or related adviser. Because the source provides no breakdown of fee structure, client types, or core advisory services, it is not possible from this information to define the firm’s client-facing model or investment process.

Location & Offices

Investment profile

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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

    Chief Compliance OfficerCRD 6814011

  • JACK WEINGART

    Director, Chief Financial OfficerCRD 1879144

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Contacts

3 of 128
  • Claribel Truglia

    Senior AssociateCRD 7819928

  • NICOLAS GONZALEZ ORTEGA

    AssociateCRD 7866561

  • JOSEPH BUSS

    Managing DirectorCRD 4490115

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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

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