TGP INVESTMENTS

Exempt Reporting AdvisorFINRA MemberEst. 2015
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
KANSAS CITY, Missouri
CRD number
175241
Registered since
March 9, 2015

Firm profile

FINTRX

Overview

TGP Investments is a privately held limited liability company that functions primarily as an adviser and sponsor of pooled investment vehicles. SEC registration dates back to 2015 and the firm is owned by an individual, rather than by another corporate entity. Public disclosures show the firm operating as a general partner and managing member of its private fund activity rather than as a multi-client advisory business: it does not report a retail or institutional advisory client base and is not designated as a capital allocator. Investment activity centers on private equity through a sponsored fund vehicle. The firm is not identified as an active ESG investor and it does not report multistate advisory registration. Its documented industry affiliations emphasize sponsor/GP roles and managing pooled vehicles, which implies a focus on sourcing, structuring and managing private-company investments rather than offering broad-based discretionary public-market portfolios to multiple outside clients.

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

Contacts

2 of 2
  • SHANE PARR

    Managing DirectorCRD 2581642

  • ERIC GRAHAM

    Managing DirectorCRD 2260316

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

KANSAS CITY, MO

JACKSON

Location

KANSAS CITY, MO

Headquartered in KANSAS CITY, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
JACKSON
Address
4900 Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth