{
  "crd_number": 166351,
  "slug": "thackeray-partners-dallas-tx-166351",
  "primary_business_name": "THACKERAY PARTNERS",
  "legal_name": "THACKERAY PARTNERS, LP",
  "dbas": [],
  "city": "Dallas",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "19100",
  "metro": {
    "cbsa_code": "19100",
    "common_name": "Dallas",
    "msa_name": "Dallas-Fort Worth-Arlington, TX",
    "path": "/advisors/tx/dallas"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-04-10",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-09-04",
  "carried_forward": false,
  "raum_total": 488705678.0,
  "raum_discretionary": 488705678.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 11,
  "advisory_employees": 11,
  "client_count_bucket": null,
  "clients_by_type": {
    "pooled_investment_vehicles": {
      "raum": 488705678.0,
      "count": 4
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/thackeray-partners",
    "https://thackeraypartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166351",
  "city_as_filed": "DALLAS",
  "url": "https://advisorcensus.com/firm/thackeray-partners-dallas-tx-166351",
  "display_name": "Thackeray Partners",
  "summary": "Thackeray Partners is an SEC-registered investment advisory firm in Dallas, TX, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.",
  "citation": "AdvisorCensus. Thackeray Partners (CRD 166351): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Thackeray Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Thackeray Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees."
    },
    {
      "q": "Where is Thackeray Partners located?",
      "a": "Thackeray Partners' principal office is in Dallas, TX, according to its Form ADV; the August 2025 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Thackeray Partners registered with the SEC or a state?",
      "a": "Thackeray Partners is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 166351."
    },
    {
      "q": "How much does Thackeray Partners manage?",
      "a": "Thackeray Partners reports $488,705,678 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary)."
    },
    {
      "q": "How have Thackeray Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Thackeray Partners: Regulatory assets under management: $616,742,490 in the October 2021 data and $488,705,678 in the October 2026 data, down 21%. Total employees: 17 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Thackeray Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4)."
    },
    {
      "q": "Does Thackeray Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166351"
    },
    {
      "q": "Does Thackeray Partners state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"The minimum initial investment amount of Limited Partners in the Funds is generally $5 million. This requirement can be waived at the discretion of the General Partner of each Fund.\""
    },
    {
      "q": "What changed in Thackeray Partners' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Changed its legal name from Thackeray Partners, L.P. to Thackeray Partners, LP. Regulatory assets under management went from $442,719,874 to $488,705,678 (+10%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 616742490.0,
      "total_employees": 17,
      "filing_date": "2021-06-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 540648737.0,
      "total_employees": 20,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 499466768.0,
      "total_employees": 19,
      "filing_date": "2023-03-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 413223729.0,
      "total_employees": 21,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 309368140.0,
      "total_employees": 22,
      "filing_date": "2025-07-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 488705678.0,
      "total_employees": 11,
      "filing_date": "2026-09-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Changed its legal name from Thackeray Partners, L.P. to Thackeray Partners, LP.",
        "Regulatory assets under management went from $442,719,874 to $488,705,678 (+10%)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $555,316,978 to $442,719,874 (-20%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Regulatory assets under management went from $309,368,140 to $555,316,978 (+80%).",
        "Employees performing advisory functions went from 21 to 11.",
        "No longer lists an office in Charleston, SC.",
        "No longer lists an office in Newport Beach, CA.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$5,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The minimum initial investment amount of Limited Partners in the Funds is generally $5 million. This requirement can be waived at the discretion of the General Partner of each Fund."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 5000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The minimum initial investment amount of Limited Partners in the Funds is generally $5 million. This requirement can be waived at the discretion of the General Partner of each Fund."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/thackeray-partners-dallas-tx-166351.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 488705678.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/166351",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}