Thackeray Partners

RIASEC RegisteredEst. 2013
Total AUM
$489M
Discretionary
$489M
100% of AUM
Avg account
$122M
Accounts
4
Employees
11
Advisory reps
2

Firm details

Headquarters
Dallas, Texas
CRD number
166351
Registered since
April 10, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Thackeray Partners is organized as a limited partnership and is registered with the SEC since 2013. The firm functions primarily as a manager of pooled investment vehicles with an emphasis on real estate strategies; it serves institutional clients and operates as sponsor, general partner, and managing member for its funds. Compensation mixes asset-based fees with performance fees. Thackeray Partners does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Robert Bennett

    Robert Bennett

    Senior Managing DirectorCRD 6175115

  • Joseph Chu

    Joseph Chu

    Senior Managing DirectorCRD 3111646

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
5207 Mc Kinney Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth