Thackeray Partners

Fee-Only (% of Portfolio)

Thackeray Partners is a registered investment advisor specializing in real estate investments. Founded in 2005 and headquartered in Dallas, Texas, Thackeray is principally owned by Joseph J. Chu and Robert H. Bennett. Thackeray serves as an investment advisor to a series of private real estate funds—specifically Thackeray Partners Realty Fund IV, Fund V, Fund VI, and Fund VII—which invest in a diversified pool of real estate assets, primarily rental housing and industrial warehouses. Thackeray manages these pooled investment vehicles on a discretionary basis. Because Thackeray serves the real estate funds directly rather than managing individual retail accounts, the firm's services are tailored to the strategy of each fund rather than individual investors.

Assets Under Management$490M
Clients4
AdvisorsN/A
Avg. per Client$120M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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