Txre Advisers, LLC

RIASEC RegisteredEst. 2012
Total AUM
$6.4B
Discretionary
$6.4B
100% of AUM
Avg account
$303M
Accounts
21
Employees
84
Advisory reps
4

Firm details

Headquarters
Dallas, Texas
CRD number
160388
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Txre Advisers, LLC is an SEC-registered limited liability company that has been active since 2012. The firm is organized around pooled investment vehicles and is classified primarily as a real estate fund manager and other fund provider. Its client base is institutional, and it operates in sponsor and manager roles for pooled vehicles — including acting as a sponsor/GP and real estate broker — while also registering CPO/CTA activities. Fee arrangements include percentage-of-AUM and performance-based components, along with other fee types. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • Stephen Parker

    Chief Compliance OfficerCRD 6020823

Contacts

3 of 3
  • Dewitt Hicks

    Executive Vice PresidentCRD 6019800

  • Tracy Green

    AssociateCRD 7133398

  • Todd Platt

    PresidentCRD 6019796

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

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
3000 Turtle Creek Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth