TITANIUM EXPLORATION PARTNERS LLC
Adviser information for TITANIUM EXPLORATION PARTNERS LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $1.5M |
| Non-Discretionary | 3 | $112.9M |
| Total | 6 | $114.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 3 | $1.5M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 3 | $112.9M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesOIL AND GAS SEPARATELY MANAGED ACCOUNTS |
|---|---|
| Compensation | % of AUMFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-110939 |
|---|---|
| SEC ERA File Number | 801-110939 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 172559 |
| Legal Entity Identifier | None |
Principal Office
MALLICK TOWER101 SUMMIT AVE., STE. 400
FORT WORTH
TX
United States
Monday - Friday, 9AM-5PM
Tel: 214-751-8900, Fax: 469-916-2419
Websites
Chief Compliance Officer
PETER HALLORAN
EXECUTIVE CHAIRMAN
MALLICK TOWER
101 SUMMIT AVE., STE. 400
FORT WORTH
TX
United States
Tel:
214-751-8890
Fax:
469-916-2419
H*******@*************M
(Full email address available in API data)
Regulatory Contact
CHARLES SIMMONS
CEO
MALLICK TOWER
101 SUMMIT AVE., STE. 400
DALLAS
TX
United States
Tel:
214-751-8891
S******@*************M
(Full email address available in API data)
Industry Affiliates
| TEP GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SIMMONS, JR., CHARLES, BRUCE | Individual | – | CEO | 05/2014 | 50-75% |
| PHAROS FINANCIAL GROUP LLC | Domestic Entity | – | MEMBER | 10/2014 | 50-75% |
| HALLORAN, PETER, MONTGOMERY | Individual | PHAROS FINANCIAL GROUP, LLC | MANAGING MEMBER | 09/2010 | > 75% |
| HALLORAN, PETER, MONTGOMERY | Individual | – | EXECUTIVE CHAIRMAN / CIO | 05/2014 | < 5% |
| HALLORAN, PETER, MONTGOMERY | Individual | – | CHIEF COMPLIANCE OFFICER | 06/2017 | < 5% |