Tpg Real Estate Advisors, LLC (Fort Worth)

Tpg Real Estate Advisors, LLC is a large advisory firm based in Fort Worth. It manages $5.96 billion of regulatory assets for 12 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 Real Estate Advisors 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.

Tpg Real Estate Advisors: assets under management

The assets under management (AUM) of Tpg Real Estate Advisors, LLC is $5.96 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1360% since the beginning of its operation, and $116.3 million of the total AUM is attributable to clients outside of the United States.

The firm manages $5.96 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $496.35 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tpg Real Estate 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 12 clients and $5.96 billion of assets under management. Among the 10 most similar advisory firms, Tpg Real Estate Advisors has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $5.96 billion for 12 clients. 17% of the firm’s clients are foreign persons or businesses.

Tpg Real Estate Advisors also advises several private funds. Namely, six real estate funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.

Careers at Tpg Real Estate Advisors, LLC

The company employs 27 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 Oct 2013. Michael Lagatta joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Craig Reintjes	Chief compliance officer/assistant secretary	1 Oct 2013	Other	5328983
David Nmn Bonderman	President	1 Oct 2013	Other	1892040
James George Coulter	Senior vice president	1 Oct 2013	Other	5085548
Ronald Nmn Cami	Vice president/secretary	1 Oct 2013	Other	5873646
John Edward Viola	Vice president/treasurer	1 Oct 2013	Other	5460494
L.P. Tpg Holdings Ii Sub	Managing member	1 Oct 2013	75% - 100%	38-3856865
Martin Louis Davidson	Chief accounting officer	1 Sep 2014	Other	5330788
L.P. Tpg Trt Senior Professionals	Limited partner	1 Dec 2014	25% - 50%	47-2752658
L.P. Tpg Re Senior Professionals	Limited partner	1 Dec 2014	25% - 50%	47-1083988
Roberta Joann Harris	Chief compliance officer	1 Apr 2016	Other	6637298
Steven Andrew Willmann	Treasurer	1 Jul 2016	Other	4860199
Ken Nolan Murphy	Vice president	1 Jul 2016	Other	4892539
Michael Lagatta	Vice president	1 Aug 2016	Other	6776790
Matthew John Coleman	Vice president	1 Aug 2016	Other	4978179

Indirect Owners

The SEC currently registers 18 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
David Nmn Bonderman	Shareholder	1 Dec 2006	75% - 100%	1892040
James George Coulter	Shareholder	1 Dec 2006	75% - 100%	5085548
L.P. Tpg Holdings	Limited partner	1 Dec 2009	75% - 100%	98-0515269
L.P. Tpg Partner Holdings	Limited partner	1 Dec 2009	75% - 100%	98-0519570
Inc. Tpg Group Holdings (Sbs) Advisors	Managing member	1 Dec 2009	75% - 100%	27-1650453
L.P. Tpg Group Holdings	Limited partner	1 Jun 2010	75% - 100%	26-3895996
Llc Tpg Holdings Ii A	General partner	1 Jun 2010	75% - 100%	271656806
L.P. Tpg Group Holdings (Sbs)	Limited partner	1 Jun 2010	75% - 100%	26-3895996
Llc Tpg Group Holdings (Sbs) Advisors	General partner	1 Jun 2010	Other	81-4793207
L.P. Tpg Holdings Ii	General partner	1 Nov 2011	50% - 75%	27-1346320
Inc. Bondco	Limited partner	1 Jan 2012	25% - 50%	75-2447912
Inc. Coulco	Limited partner	1 Jan 2012	25% - 50%	75-2501132
Inc. Bondco	Limited partner	1 Oct 2013	25% - 50%	75-2447912
Inc. Coulco	Limited partner	1 Oct 2013	25% - 50%	75-2501132
L.P. Tpg Holdings Ii	General partner	1 Oct 2013	50% - 75%	27-1346320
L.P. Tpg Group Holdings (Parallel)	Limited partner	1 Oct 2013	75% - 100%	26-3895996
L.P. Tpg Holdings	Limited partner	1 Oct 2013	75% - 100%	98-0515269
L.P. Tpg Partner Holdings	Limited partner	1 Oct 2013	75% - 100%	98-0519570

Based in Fort Worth

The principal office where Tpg Real Estate 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 New York, NY. 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.