BBAM US LP

RIASEC RegisteredEst. 2023
Total AUM
$4.8B
Discretionary
$4.8B
100% of AUM
Avg account
$170M
Accounts
28
Employees
79
Advisory reps
3

Firm details

Headquarters
DALLAS, Texas
CRD number
175441
Registered since
June 5, 2023
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

Bbam US LP is a limited partnership that operates primarily as a private equity-focused manager and sponsor of pooled investment vehicles. Registered with the SEC in 2023, the firm serves institutional clients and acts in multiple governance roles — including sponsor, general partner and managing member — for the funds it manages. It also performs commodity pool and commodity trading advisory activities (CPO/CTA), which suggests active trading or oversight of commodity exposures alongside private capital strategies. Investment activity centers on managing pooled vehicles and allocating to third‑party alternative managers. The firm explicitly identifies itself as an active ESG investor, indicating ESG considerations are part of its portfolio management and manager selection processes. Its fee model combines a percentage of assets under management with performance‑based fees and other custom fee arrangements common to private funds.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

3 of 3
  • LYNN TRUONG

    Chief Financial OfficerCRD 7959058

  • Steven Zissis

    President, Chief Executive OfficerCRD 7728761

  • VINCENT CANNON

    Chief Operating OfficerCRD 7728791

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
100 Crescent Ct
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth