Thackeray Partners, L.P. (Dallas)

Name: Thackeray Partners, L.P.
Address: 5207 Mckinney Avenue, Dallas, TX, 75205
Telephone: 214-360-7830

Thackeray Partners, L.P. is a large advisory firm based in Dallas. It manages $807.45 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2013.

Thackeray 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.

Thackeray Partners: assets under management

The assets under management (AUM) of Thackeray Partners, L.P. is $807.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $807.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $201.86 million each.

Thackeray Partners has custody of $807.45 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Thackeray Partners, L.P. 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 Thackeray Partners serves?

The only and largest group of clients of Thackeray Partners is pooled investment vehicles with 4 clients and $807.45 million of assets under management. Among the 8 most similar advisory firms, Thackeray Partners has the 3rd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $807.45 million for 4 clients. None of the firm’s clients are foreign persons or businesses.

Thackeray Partners also advises several private funds. Namely, four real estate funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Thackeray Partners, L.P.

The company employs 17 people that are either part- or full-time employees. 88 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
Mary Menefee Hager	Limited partner (thackeray partners, l.p.)	1 Nov 2004	25% - 50%	6174284
L.L.C Thackeray Partners Gp	General partner (thackeray partners, l.p.)	1 Nov 2004	Other	20-1944839
Anthony Wayne Dona	Limited partner (thackeray partners, l.p.)	1 Nov 2004	25% - 50%	6174282
Anthony Wayne Dona	Limited partner (tprf gp, lp-gp of thackeray partners realty fund, l.p.)	1 Jul 2005	25% - 50%	6174282
Mary Menefee Hager	Limited partner (tprf gp, lp-gp of thackeray partners realty fund, l.p.)	1 Jul 2005	25% - 50%	6174284
William Hoyt Vanderstraaten	Limited partner (tprf gp, lp-gp of thackeray partners realty fund, l.p.)	1 Jul 2005	Other	6174288
Llc Tprf Upper Gp	General partner (tprf gp, lp-gp of thackeray partners realty fund, l.p.)	1 Jul 2005	Other	202836084
Anthony Wayne Dona	Member (tprf ii gp, llc-gp of thackeray partners realty fund ii, l.p.)	1 Jan 2007	25% - 50%	6174282
Mary Menefee Hager	Member (tprf ii gp, llc-gp of thackeray partners realty fund ii, l.p.)	1 Jan 2007	25% - 50%	6174284
Thackeray Partners	Limited partner (tprf gp, lp-gp of thackeray partners realty fund. l.p.)	1 May 2010	Other	166351
Joseph Jaifong Chu	Executive vice president (thackeray partners gp, l.l.c.-gp of thackeray partners, l.p.)	1 May 2010	Other	3111646
Anthony Wayne Dona	Member (tprf iii gp, llc-gp of thackeray partners realty fund iii, l.p.)	1 Jul 2011	50% - 75%	6174282
Mary Menefee Hager	Member (tprf iii gp, llc-gp of thackeray partners realty fund iii, l.p.)	1 Jul 2011	50% - 75%	6174284
Andrea Hofmann Harrison	Cco (thackeray partners, l.p.)	1 Jan 2013	Other	6174285
Anthony Wayne Dona	Member (tprf iv gp, llc-gp of thackeray partners realty fund iv, l.p.)	1 Sep 2014	50% - 75%	6174282
Mary Menefee Hager	Member (tprf iv gp, llc-gp of thackeray partners realty fund iv, l.p.)	1 Sep 2014	50% - 75%	6174284
Mary Menefee Hager	Cco (thackeray partners, l.p.)	1 Jan 2015	25% - 50%	6174284

Indirect Owners

The SEC currently registers 15 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Anthony Wayne Dona	Member	1 May 2005	50% - 75%	6174282
Mary Menefee Hager	Member	1 May 2005	50% - 75%	6174284
Brandon Leroy Blaser	Executive vice president	1 Dec 2008	Other	6175107
Robert Harold Bennett	Executive vice president	1 May 2010	Other	6175115
Andrea Hofmann Harrison	Executive vice president	1 May 2010	Other	6174285
Kimberly Sue Kepley	Vice president	1 Mar 2013	Other	6175148
Troy Ryan Daniel	Vice president	1 Mar 2013	Other	6175151
Ryan Mark Stempf	Vice president	1 Mar 2013	Other	6175152
Ryan Robert Thornton	Vice president	1 Mar 2013	Other	6175153
Troy Ryan Daniel	Executive vice president	1 Feb 2014	Other	6175151
Jessica Erinn La Patra Greene	Vice president	1 Feb 2014	Other	6309280
Rochelle Ann Mercier	Vice president	1 Feb 2014	Other	6309286
Connor Fielding Davidson	Vice president	1 Feb 2014	Other	6309289
Christopher Logan Mcneer	Vice president	1 Feb 2014	Other	6309296
Rebecca Ann Galvan	Vice president	1 Feb 2014	Other	6309338

Based in Dallas

The principal office where Thackeray Partners, L.P. performs its advisory services is located at 5207 Mckinney Avenue, Dallas, TX 75205, 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 214-360-7830 or by fax 214-360-7831. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at thackeraypartners.com.