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 investment manager formed in 2012 that operates as a limited liability company serving institutional clients. The firm is organized to sponsor and manage pooled investment vehicles and carries out commodity pool/operator or commodity trading advisor activities in addition to portfolio management for its funds. Ownership structure is a mix of domestic entities and individuals. The firm’s business model centers on pooled real-asset strategies and related private funds rather than broad retail wealth management. Fee arrangements include asset-based management fees plus performance-based compensation, consistent with a private-fund operating model. Txre Advisers is not represented as an ESG-focused manager, nor does it advertise multi-state advisory coverage or pension consulting services.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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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

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