Triline Index Solutions, LLC (Dallas)

Triline Index Solutions, LLC is an investment adviser to an investment company based in Dallas. It manages $3.83 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Texas.

Triline Index Solutions provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Triline Index Solutions: assets under management

The assets under management (AUM) of Triline Index Solutions, LLC is $3.83 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $3.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.83 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Triline Index Solutions, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Triline Index Solutions serves?

The only and largest group of clients of Triline Index Solutions is investment companies with 1 clients and $3.83 million of assets under management. Among the 4 most similar advisory firms, Triline Index Solutions has the highest percentage of investment companies out of all clients.

The amount of regulatory assets under management is $3.83 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Triline Index Solutions doesn't advise any private funds.

Careers at Triline Index Solutions, LLC

The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Bp Capital Fund Advisors	Owner	1 May 2016	75% - 100%	168476
Patrick Joel Hurley	Chief operating officer & chief compliance officer	1 May 2016	Other	4009480
Toby Joe Loftin	Managing member	1 May 2017	Other	4068375

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Toby Joe Loftin	Member	1 Jun 2013	25% - 50%	4068375
Llc The Loftin Group	Member	1 Aug 2013	25% - 50%	26-4682721
Llc Tbp Mlp Advisors Holdings	Member	1 Aug 2013	25% - 50%	46-3588135
Thomas Boone Pickens	Member	1 Sep 2013	75% - 100%	2843987

Based in Dallas

The principal office where Triline Index Solutions, LLC performs its advisory services is located at 2311 Cedar Springs Road, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214 731 4113 or by fax 214 750 9773. The normal business hours are 8.00am to 5.00pm on Monday - Friday.