DFW Capital Partners
Firm details
- Headquarters
- New York, New York
- CRD number
- 157337
- Registered since
- March 30, 2012
- Website
- dfwcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
DFW Capital Partners is organized as a limited liability company that functions as a private equity manager and sponsor. The firm is registered with the SEC (registration year 2012) and runs pooled investment vehicles, acting as sponsor, general partner, and managing member for those vehicles while providing portfolio management for them. Its client base is institutional, and its fee mix includes a percentage-of-AUM management fee, performance-based fees, and other fee arrangements. The firm is not identified as an active ESG investor.
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 2Cheri Lieberman
Chief Financial OfficerCRD 6023586

Lynette Ashby
General Counsel & Chief Compliance OfficerCRD 6308783
Contacts
3 of 3
Keith Pennell
Managing PartnerCRD 1992487

Brett Prager
PartnerCRD 4439551

Douglas Gilbert
PartnerCRD 2179625
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 156 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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