3pe Advisors
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 290234
- Registered since
- January 18, 2019
- Website
- www.speysidepartners.com
Firm profile
FINTRXOverview
3pe Advisors is organized as a limited liability company and is classified in FINTRX as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm has provided minimal public detail about its business lines; FINTRX does not list specific advisory activities, fee structure, client types, or other operational descriptions. FINTRX flags indicate 3pe Advisors is not a capital allocator, is not an active ESG investor, and is not set up as a multi-state adviser. It is not identified as a newly formed adviser, a pension consultant, or a related adviser to another registered firm.
Assets & Accounts
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
Contacts
3 of 7
Thomas Mcclintock
Managing DirectorCRD 2428291

Michael Taylor
Managing DirectorCRD 4131002

James Latimer
PartnerCRD 4462115
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
- 1910 Pacific Ave
- Time zone
- CT (UTC-6)
- Office locations
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