TRIGATE MANAGEMENT LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.3B
Discretionary
$1.1B
85% of AUM
Avg account
$128M
Accounts
10
Employees
20
Advisory reps
6

Firm details

Headquarters
DALLAS, Texas
CRD number
158083
Registered since
March 28, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Trigate Management LLC is a real estate-focused investment adviser that concentrates on pooled investment vehicles for institutional clients. The firm, registered with the SEC in 2012, serves as a sponsor and general partner on real estate transactions and commonly acts as managing member of private pooled funds. Its advisory remit centers on portfolio management for those pooled vehicles rather than retail wealth management, and it charges a combination of percentage-of-assets fees and performance-based fees tied to fund returns. Trigate identifies as a domestic entity/individual owner type and is not positioned as an active ESG investor, multi-state adviser, pension consultant or related adviser. The firm’s operating model blends fund sponsorship and asset management: it structures and runs private real estate funds, sources deals, and oversees asset-level operations through its GP/sponsor role. That operating role implies active asset management responsibilities—from underwriting and acquisition to value-add execution and disposition—rather than a passive index-based or long-only equity strategy.

Assets & Accounts

Investments & Alternatives

Location & Offices

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
  • ADAM AULTZ

    Chief Investment OfficerCRD 5539086

  • JAMES VETTER

    Chief Financial OfficerCRD 4455488

Contacts

3 of 4
  • JONATHAN PETTEE

    Vice ChairmanCRD 1380336

  • JEFFREY YARCKIN

    Co-PresidentCRD 4474599

  • JOHN HENRY (IV)

    Managing MemberCRD 1859613

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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

FINTRX

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
1717 Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth