Tpg Pep Advisors, LLC (Fort Worth)
Tpg Pep Advisors, LLC is a large advisory firm based in Fort Worth. It manages $2.83 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California and Texas.
Tpg Pep Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Tpg Pep Advisors: assets under management
The assets under management (AUM) of Tpg Pep Advisors, LLC is $2.83 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 719% since the beginning of its operation, and $2.52 billion of the total AUM is attributable to clients outside of the United States.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Tpg Pep Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients David Nmn Bonderman serves?
The only and largest group of clients of David Nmn Bonderman is pooled investment vehicles with 4 clients and $2.83 billion of assets under management. Among the 11 most similar advisory firms, Tpg Pep Advisors has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.83 billion for 4 clients. 50% of the firm’s clients are foreign persons or businesses.
Tpg Pep Advisors also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons ranges from $15,000 to $5,000,000.
Careers at Tpg Pep Advisors, LLC
The company employs 8 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
David Nmn Bonderman has been acting as President since 1 Mar 2013. Alex D Gleser has served as the Chief Investment Officer since 1 Mar 2013. Stephen Rose joined the executive team most recently as the Assistant Treasurer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 22 indirect owners.Based in Fort Worth
The principal office where Tpg Pep Advisors, LLC performs its advisory services is located at 301 Commerce Street, Fort Worth, TX 76102, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 817-871-4000 or by fax 817-871-4001. The normal business hours are 8:30 - 5:30 on Monday - Friday.
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