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Showing 1 - 12 of 30 results
PETRUS TRUST COMPANY, LTA
PETRUS TRUST COMPANY, LTA
Dallas, Texas
50-99 employees
Petrus Trust Co LTA is a company based out of PO BOX 269014, Plano, Texas, United States.
Retirement Benefits Rank
Market Leading
HODGES CAPITAL HOLDINGS, INC.
HODGES CAPITAL HOLDINGS, INC.
Dallas, Texas
1-24 employees
Hodges Capital is a 100% employee-owned, research-driven investment manager founded in 1989 by Don and Craig Hodges and headquartered in Dallas, Texas. Our roots are in small-cap investing, but our philosophy has proven successful in identifying quality businesses of all sizes. Our extensive experience helps us conduct intensive research to build detailed understandings of companies and their prospects. Hodges Capital is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Learn more at hodgescapital.com. Important Disclosures; https://hodgescapital.com/about/advisory-disclosures
Retirement Benefits Rank
Top Benefits
P10 HOLDINGS, INC.
P10 HOLDINGS, INC.
Dallas, Texas
100-499 employees
P10 is a leading multi-asset class private markets solutions provider in the alternative asset management industry. Our mission is to provide investors differentiated access to a broad set of investment solutions that address their diverse investment needs within private markets.
Retirement Benefits Rank
Market Competitive
PEREGRINE GROUP, LLC
PEREGRINE GROUP, LLC
Dallas, Texas
25-49 employees
PEREGRINE PETROLEUM, LLC, with offices in Houston and Dallas, was founded in October of 2008 by former Hunt Petroleum Corporation personnel. The Peregrine Petroleum team is focused on creating sustainable long-term growth through exploration and development in established producing basins with infrastructure in place. Peregrine is seeking joint ventures with proven, reputable partners, and acquisitions in our focus areas: the Rockies, Mid-Continent, Permian Basin and South Texas/Gulf Coast. Peregrine is targeting significant producing assets with underdeveloped opportunities where utilization of new drilling and completion technology will provide long term growth.
Retirement Benefits Rank
Market Leading
LEE FINANCIAL COMPANY, LLC
LEE FINANCIAL COMPANY, LLC
Dallas, Texas
25-49 employees
Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planning, portfolio management and human capital development to high net worth individuals and families nationwide. Founded in 1975, Lee Financial is an advisor and trusted resource for personal, family and business needs. For more information, please visit us at www.leefin.com or call us at (800) 960-1703. Note: Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Lee Financial Corporation), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Lee Financial Corporation is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. Please remember that it remains your responsibility to advise Lee Financial Corporation, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the terms of the engagement.
Retirement Benefits Rank
Below Market
TRINITY HUNT MANAGEMENT, L.P.
TRINITY HUNT MANAGEMENT, L.P.
Dallas, Texas
25-49 employees
Trinity Hunt Partners is a growth-oriented middle market private equity firm with over $1.7 billion of assets under management focused on partnering with business owners to build world-class companies within business, healthcare, and consumer services sectors. Since we were founded in 1993, our firm has earned a reputation for providing the strategic, operational, and financial expertise to take entrepreneurial services companies to the next level. Trinity Hunt has invested in 30+ platform companies over the past 18 years. Our proven value creation process accelerates growth by providing our companies with the right resources, talent, and strategic guidance to materially scale organically and via acquisitions. We build relationships with exceptional management teams that share our passion for growing businesses based on trust, transparency, and respect. We are proud to have been consistently named a Top 50 Founder-Friendly Private Equity Firm by Inc. Magazine. In 2022, Trinity Hunt ranked No. 2 amongst U.S. firms on the inaugural HEC-Dow Jones Best Performing Small-Cap Private Equity Firms ranking. Our current portfolio companies include: BUSINESS SERVICES Aperture Argano Dataprise Delve Exclusive Concepts IMS ExpertServices Improving Juris Medicus MarksNelson NexCore Veracity Research Company Visterra Landscape Group HEALTHCARE SERVICES Centrata Centricity Research Family Help and Wellness MainStreet Urgent Care Parallel ENT & Allergy Partners Supreme Optimization Unity MSK CONSUMER SERVICES Fleet Response For more information or to submit an investment proposal, please visit our website at www.trinityhunt.com.
Retirement Benefits Rank
Market Competitive
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CENTEROAK ADVISER, L.P.
CENTEROAK ADVISER, L.P.
Dallas, Texas
25-49 employees
CenterOak Partners LLC is a private equity firm with a focus on making control-oriented investments in middle market companies organized or operating in the United States. The Firm specializes in three key industry sectors: Industrial Growth, Consumer, and Business Services. Based in Dallas, Texas, the investment and portfolio management team has a strong history of creating significant value through operational improvement. CenterOak and its senior leaders have managed over $2.2 billion of equity capital commitments across CenterOak Fund I and Fund II, in addition to three predecessor funds. For additional information, please visit www.centeroakpartners.com. CenterOak does not accept job applications through LinkedIn. Any and all job postings on LinkedIn accounts other than this one are false and should be disregarded. Please report false postings to LinkedIn.
Retirement Benefits Rank
Market Leading
TRUE NORTH ADVISORS, LLC
TRUE NORTH ADVISORS, LLC
Dallas, Texas
50-99 employees
True North Advisors is a privately-owned wealth-advisory and Multi-Family Office serving families, business owners and entrepreneurs. We thoughtfully deliver integrated wealth, planning, investment, and alternative solutions that create multi-generational portfolio longevity. Entrepreneurs at our core, we proactively look for ways to challenge the status quo, push through barriers, and find innovative solutions that deliver long-term capital growth and preservation. True North was founded in 2000 by Scott Wood and Mark Gehlbach who sought to build a wealth advisory and investment firm that was radically different from what they had experienced on Wall Street. True North's culture is built on listening to what matters most to clients, because only then can the best path to reaching their goals truly be determined.
Retirement Benefits Rank
Market Competitive
A.G. HILL PARTNERS, LLC
A.G. HILL PARTNERS, LLC
Dallas, Texas
1-24 employees
A.G. Hill Partners, LLC is a family office based in Dallas, Texas.
Retirement Benefits Rank
Below Market
NEWSTONE CAPITAL PARTNERS, LLC
NEWSTONE CAPITAL PARTNERS, LLC
Dallas, Texas
1-24 employees
2nd lien & subordinated debt, minority equity investing
Retirement Benefits Rank
Market Leading
PROBITY ADVISORS, INC.
PROBITY ADVISORS, INC.
Dallas, Texas
1-24 employees
For more than 60 years,our advisors have helped individuals, families, and businesses manage their financial assets and resources in order to achieve financial independence and security. With expertise in customized portfolio management, financial and estate planning, retirement benefits consulting, risk management solutions, and tax planning, Probity provides a comprehensive and integrated approach to managing and building wealth. Probity's team of Certified Financial Planners®, Chartered Financial Analysts®, and Chartered Financial Consultants® is committed to providing sound and unbiased advice to help clients optimize their complete financial picture with a coordinated estate, investment, and tax strategy.
Retirement Benefits Rank
Top Benefits
TELESIS MANAGEMENT CORPORATION
TELESIS MANAGEMENT CORPORATION
Dallas, Texas
1-24 employees
• Reviewed existing telecommunications solutions for customers, presented solutions to optimize monthly spending—reviewed existing customer contracts to ensure accurate billing, and negotiated contracts on behalf of customers to capitalize on current trends. Prepared customer Request for Proposal responses for new contracts for company. Retained existing customers by renewing customer contracts. Expanded customer base in assigned regions and up-sold products and services to current customers. Prepared direct sale’s team quotes and reported to senior-level management.
Retirement Benefits Rank
Market Laggard