Txre Advisers, LLC (Dallas)

Txre Advisers, LLC is a large advisory firm based in Dallas. It manages $1.98 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Delaware, Georgia, and 4 other states.

Txre Advisers provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Txre Advisers: assets under management

The assets under management (AUM) of Txre Advisers, LLC is $1.98 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 661% since the beginning of its operation, and $892.03 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.98 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $247.43 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Txre Advisers, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Todd Leslie Platt serves?

The only and largest group of clients of Todd Leslie Platt is pooled investment vehicles with 8 clients and $1.98 billion of assets under management. Among the 11 most similar advisory firms, Txre Advisers has the 4th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.98 billion for 8 clients. 27% of the firm’s clients are foreign persons or businesses.

Txre Advisers also advises several private funds. Namely, three hedge funds and one other private fund.

Careers at Txre Advisers, LLC

The company employs 205 people that are either part- or full-time employees. 14 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.

Todd Leslie Platt has been acting as President since 1 Dec 2011. Llc Us Industrial Club Iv General Partner joined the executive team most recently as the General Partner.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 20 indirect owners.

Based in Dallas

The principal office where Txre Advisers, LLC performs its advisory services is located at 3000 Turtle Creek Blvd., Dallas, TX 75219 7640, which is also the mailing address of the firm. An additional office of the firm is in Harrisburg, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-201-2841 or by fax 972-201-2889. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at hillwood.com.

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