JY
JY

Jeffrey Yarckin

13 Years of Experience
Dallas, TX

Jeffrey Yarckin is a registered investment advisor at Trigate Management LLC, based in Dallas, TX, with 13 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 10 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
10 clients
Average Client Portfolio
$128.3M average
Assets Under Management
$1.3B

Fee Structure

Investment management only (planning not offered)

TriGate manages investment funds organized as limited partnerships. TriGate is compensated through a combination of management fees and performance-based equity distributions. Management fees are a fixed percentage multiplied by either the total capital commitment of the investor, or the actual net invested capital of the investor. The exact fee percentage is determined on a fund-by-fund basis by the partnership agreement but typically is in a range of 0.50% to 1.75% per year, depending on the level of discretion, fund structure and size of commitment.

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Location

1717 Main Street, Suite 2600, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Trigate Management LLC
March 2012 - Present · 14 yrs 2 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jeffrey Yarckin - Financial Advisor | TrueAdvisor