Tillridge Capital Partners, LLC (Irving)

Name: Tillridge Capital Partners, LLC
Address: Attn:Compliance Department, 5221 N. O'connor Blvd,, Irving, TX, 75039
Telephone: 972-432-1300

Tillridge Capital Partners, LLC is a large advisory firm based in Irving. It manages $362.71 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of Texas.

Tillridge Capital Partners 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.

Tillridge Capital Partners: assets under management

The assets under management (AUM) of Tillridge Capital Partners, LLC is $362.71 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $362.71 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $362.71 million each.

Tillridge Capital Partners has custody of $42.37 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tillridge Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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 Tillridge Capital Partners serves?

The only and largest group of clients of Tillridge Capital Partners is pooled investment vehicles with 1 clients and $362.71 million of assets under management. Among the 9 most similar advisory firms, Tillridge Capital Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $362.71 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Tillridge Capital Partners also advises several private funds. Namely, one private equity fund. The minimum investment commitment required of non-related persons is $250,000 for each fund.

Careers at Tillridge Capital Partners, LLC

The company employs 7 people that are either part- or full-time employees. 86 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Cameron James Dunn	Managing member, managing partner, chief financial officer, chief compliance officer	1 Apr 2016	50% - 75%	5398385
Mark Nicholas Zenuk	Managing member, managing partner	1 Apr 2016	50% - 75%	6695256
Cameron Dunn	Managing partner, chief financial officer, chief compliance officer	1 Apr 2016	50% - 75%	5398385
L.P. Tillridge Cp Holdings	Member	1 Dec 2016	75% - 100%	81-4655790
Tillridge Cp Llc	Member	1 Dec 2016	Other	32-0514216

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Cameron James Dunn	Member	1 Dec 2016	50% - 75%	5398385
Mark Nicholas Zenuk	Member	1 Dec 2016	50% - 75%	6695256
Tillridge Cp Gp Llc	General partner	1 Dec 2016	Other	none

Based in Irving

The principal office where Tillridge Capital Partners, LLC performs its advisory services is located at Attn:Compliance Department, 5221 N. O'connor Blvd,, Irving, TX 75039, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-432-1300 or by fax 972-432-1441. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at tillridge.com.