NGP

RIASEC RegisteredEst. 2012
Total AUM
$10.9B
Discretionary
$10.9B
100% of AUM
Avg account
$680M
Accounts
16
Employees
56
Advisory reps
4

Firm details

Headquarters
DALLAS, Texas
CRD number
160729
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

NGP is organized as an LLC and operates as a private equity fund adviser that manages pooled investment vehicles for institutional clients. The firm has been SEC-registered since 2012 and is owned by a mix of domestic entities and individuals. Its business model centers on sponsoring and managing private funds (acting as GP and managing member) rather than providing retail advisory services. Fee arrangements for its funds combine asset-based management fees and performance-based (carry) compensation. NGP is not identified as an ESG-focused investor and does not present itself as a multi-state or newly formed adviser.

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

2 of 2
  • JILL LAMPERT

    Chief Financial & Administrative OfficerCRD 6022644

  • DAVID TUBB

    Chief Compliance OfficerCRD 7763631

Contacts

2 of 2
  • CHRISTOPHER CARTER

    Managing PartnerCRD 6774694

  • CHRISTINA SANDERS

    CRD 8235254

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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
2850 N Harwood St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth