TPG Capital Bd, LLC

Broker-DealerFINRA MemberEst. 2007
Total AUM
Advisory reps
134
Avg account
$0

Firm details

Headquarters
Fort Worth, Texas
CRD number
143876
Registered since
October 1, 2007

Firm profile

FINTRX

Overview

TPG Capital Bd, LLC is organized as a limited liability company and is classified in the source data as an investment bank. The entity was first registered with the SEC in 2007 and is listed as owned by a combination of a domestic entity and an individual. The profile indicates it does not function as a capital allocator and is not identified as an active ESG investor. It is also not marked as a multi-state adviser, not newly formed, and not identified as a pension consultant or related adviser in the available records.

Assets & Accounts

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

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Michael Umayam

    Michael Umayam

    Chief Compliance OfficerCRD 6814011

  • Jack Weingart

    Jack Weingart

    Director, Chief Financial OfficerCRD 1879144

  • Roberta Harris

    Roberta Harris

    Chief Compliance OfficerCRD 6637298

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Contacts

3 of 129
  • Claribel Truglia

    Claribel Truglia

    Senior AssociateCRD 7819928

  • Margaret Nick

    Margaret Nick

    Vice PresidentCRD 6825523

  • Nicolas Gonzalez Ortega

    Nicolas Gonzalez Ortega

    AssociateCRD 7866561

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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

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Location

Primary office

Fort Worth, TX

Tarrant

Location

Fort Worth, TX

Headquartered in Fort Worth, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Tarrant
Address
301 Commerce St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth