TTCP MANAGEMENT SERVICES, LLC

RIASEC RegisteredEst. 2014
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$67.6M
Accounts
19
Employees
18
Advisory reps
4

Firm details

Headquarters
BLOOMINGTON, Minnesota
CRD number
165448
Registered since
August 12, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Ttcp Management Services, LLC is a private equity manager that operates as the portfolio manager for pooled investment vehicles. The firm organizes and oversees private funds, serving primarily institutional clients and acting in sponsor/GP and managing member roles for those vehicles. Its advisory model is concentrated on private equity strategies rather than registered retail advisory services: the firm charges a mix of percentage-of-assets fees and performance-based fees, and it reports a single line of discretionary assets. The firm is structured as a limited liability company and has been SEC-registered since 2014. It is not positioned as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or capital allocator. The business model centers on sourcing, structuring and managing private equity funds and related pooled vehicles for institutional owners.

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

Owners & executives

2 of 2
  • DAWN OWENS

    CEO and PartnerCRD 7088121

  • SUSAN HAEDT

    Chief Financial OfficerCRD 2272145

Contacts

2 of 2
  • KEVIN GREEN

    Executive ChairmanCRD 3244171

  • David Hill

    Director of Legal & ComplianceCRD 5977167

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

BLOOMINGTON, MN

HENNEPIN

Location

BLOOMINGTON, MN

Headquartered in BLOOMINGTON, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
3600 American Blvd W
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth