TRADEMARK PROPERTY COMPANY
Adviser information for TRADEMARK PROPERTY COMPANY last updated from Form ADV on March 21st, 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 | Other (specify) |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Texas, United States |
Employees
Total Number of Employees | 0 |
---|---|
Investment Advisory/Research | 0 |
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 | No |
---|
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 | 0 | $0 |
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 | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | – |
---|---|
Compensation | – |
Identifiers
SEC RIA File Number | 802-112937 |
---|---|
SEC ERA File Number | 802-112937 |
SEC CIK Numbers | None |
SEC CRD Numbers | 281897 |
Legal Entity Identifier | None |
Principal Office
1701 RIVER RUN, SUITE 500FORT WORTH
TX
United States
Monday - Friday, 9AM - 5PM
Tel: 817-870-1122, Fax: 817-810-5390
Chief Compliance Officer
NoneIndustry Affiliates
TRADEMARK CO-INVEST FUND I GENPAR, L.L.C. | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
TRADEMARK CO-INVEST FUND I, L.P. | Real Estate Fund | $27.3M | $3.0M | 19 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
Montesi, Terry, Raymond | Individual | – | CHIEF EXECUTIVE OFFICER | 07/1992 | > 75% |
Miller, Buford, Thomas | Individual | – | MANAGING DIRECTOR AND CHIEF INVESTMENT OFFICER | 02/1999 | < 5% |