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Trugent Capital, L.P. (Fort Worth)


Trugent Capital, L.P. is a large advisory firm based in Fort Worth. It manages $36.2 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Texas.

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Trugent Capital provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Trugent Capital: assets under management

The assets under management (AUM) of Trugent Capital, L.P. is $36.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $36.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.07 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Trugent Capital, L.P. for their services and products based on a percentage of assets under management and performance-based fees. 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.

Based in Fort Worth

The principal office where Trugent Capital, L.P. performs its advisory services is located at 301 Commerce Street, Suite 1399, Fort Worth, TX 76102, 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 817.231.0001. The normal business hours are 7:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.trugent.com.


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