TPG RE FINANCE TRUST MANAGEMENT, L.P.

RIASEC RegisteredEst. 2017
Total AUM
$4.4B
Discretionary
$4.4B
100% of AUM
Avg account
$4.4B
Accounts
1
Employees
19
Advisory reps
6

Firm details

Headquarters
FORT WORTH, Texas
CRD number
288851
Registered since
August 23, 2017
Fee structure
Fixed Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

TPG Re Finance Trust Management, L.P. operates as a limited partnership advising pooled investment vehicles for institutional clients. The firm’s advisory activity centers on managing collective vehicles that provide exposure to real estate-related assets and credit strategies. It serves primarily institutional allocators under a fixed-fee (and other) fee structure and functions in multiple roles tied to pooled vehicles, acting as sponsor or general partner in addition to its portfolio management responsibilities. The firm is SEC-registered (since 2017) and is not described as an active ESG investor. Its business affiliations extend into related industry roles including broker-dealer relationships, other investment adviser activities, and Commodity Pool Operator/Commodity Trading Advisor involvement where relevant to pooled product administration and distribution.

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
  • ROBERTA HARRIS

    Chief Compliance OfficerCRD 6637298

  • MARTIN DAVIDSON

    Chief Accounting OfficerCRD 5330788

Contacts

3 of 4
  • STEVEN WILLMANN

    Managing DirectorCRD 4860199

  • JAMES COULTER

    Founding PartnerCRD 5085548

  • DAVID BONDERMAN

    Chairman & Founding PartnerCRD 1892040

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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