Tyree & D'angelo Partners Management LP (Chicago)

Name: Tyree & D'angelo Partners Management LP
Address: 111 E Wacker Drive, Chicago, IL, 60601
Telephone: 312-489-5050

Tyree & D'angelo Partners Management LP is a large advisory firm based in Chicago. It manages $316.29 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Illinois.

Tyree & D'angelo Partners Management provides portfolio management for pooled investment vehicles and portfolio company management 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.

Tyree & D'angelo Partners Management: assets under management

The assets under management (AUM) of Tyree & D'angelo Partners Management LP is $316.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 225% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $316.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $35.14 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tyree & D'angelo Partners Management LP 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.

What kind of clients Tyree & D'angelo Partners Management serves?

The only and largest group of clients of Tyree & D'angelo Partners Management is pooled investment vehicles with 7 clients and $316.29 million of assets under management. Among the 10 most similar advisory firms, Tyree & D'angelo Partners Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $316.29 million for 7 clients. None of the firm’s clients are foreign persons or businesses.

Tyree & D'angelo Partners Management also advises several private funds. Namely, seven private equity funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $500,000.

Careers at Tyree & D'angelo Partners Management LP

The company employs 13 people that are either part- or full-time employees. 100 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
Enzo Antonio D'angelo	Co-ceo, managing partner	1 Aug 2013	50% - 75%	6897428
James Lee Tyree	Chairman, managing partner	1 Aug 2013	Other	6897427
Michael James Tyree	Co-ceo, managing partner	1 Aug 2013	50% - 75%	4409320
Jay Ashvin Dave	Chief compliance officer, chief financial officer	1 Nov 2017	Other	5177061
Enzo Antonio D'angelo	Co-ceo, managing partner; limited partner	1 Jun 2018	25% - 50%	6897428
Jay Ashvin Dave	Chief compliance officer, chief financial officer	1 Jun 2018	Other	5177061
James Lee Tyree	Chairman, managing partner; limited partner	1 Jun 2018	Other	6897427
Michael James Tyree	Co-ceo, managing partner; limited partner	1 Jun 2018	25% - 50%	4409320
Tyree & D'angelo Partners Management Llc	General partner	1 Jun 2018	Other	83-0978088

Based in Chicago

The principal office where Tyree & D'angelo Partners Management LP performs its advisory services is located at 111 E Wacker Drive, Chicago, IL 60601, 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 312-489-5050 or by fax 312-489-5043. The normal business hours are 8:00 am - 7:00 pm on Monday - Friday. You can find more information about the New York firm at tdpfund.com/ and its LinkedIn profile.