TPG Re Finance Trust Management, L.P.

RIASEC RegisteredEst. 2017
Total AUM
$4.4B
Discretionary
$4.4B
100% of AUM
Avg account
$4.4B
Accounts
1
Employees
19
Advisory reps
6

Firm details

Headquarters
Fort Worth, Texas
CRD number
288851
Registered since
August 23, 2017
Fee structure
Fixed Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

TPG Re Finance Trust Management, L.P. is a limited partnership operating as an institutional registered investment adviser that registered with the SEC in 2017. The firm’s advisory remit centers on portfolio management for pooled investment vehicles and its client base is institutional. Fee arrangements are listed as fixed fees and other non-standard fee structures. The firm is not registered as a multi-state adviser, is not identified as an active ESG investor, and is not described as a capital allocator. Organizationally, the entity reports affiliations beyond advisory duties: broker‑dealer relationships, activity as an issuer/manager of pooled vehicles (sponsor, general partner, or managing member), and involvement in commodity pool operator/commodity trading advisor capacities. Those connections suggest the firm is involved in product structuring and distribution as well as portfolio management for pooled vehicles rather than acting primarily as a retail wealth manager.

Assets & Accounts

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

Owners & executives

2 of 2
  • Roberta Harris

    Roberta Harris

    Chief Compliance OfficerCRD 6637298

  • Martin Davidson

    Martin Davidson

    Chief Accounting OfficerCRD 5330788

Contacts

3 of 4
  • Steven Willmann

    Steven Willmann

    Managing DirectorCRD 4860199

  • James Coulter

    James Coulter

    Founding PartnerCRD 5085548

  • David Bonderman

    Chairman & Founding PartnerCRD 1892040

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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