TRIGATE MANAGEMENT LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 158083
- Registered since
- March 28, 2012
- Website
- trigatecapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2ADAM AULTZ
Chief Investment OfficerCRD 5539086
JAMES VETTER
Chief Financial OfficerCRD 4455488
Contacts
3 of 4JONATHAN PETTEE
Vice ChairmanCRD 1380336
JEFFREY YARCKIN
Co-PresidentCRD 4474599
JOHN HENRY (IV)
Managing MemberCRD 1859613
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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