| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Tfs Private Opportunities Fund, LP | Other Private | $7.8M | $25K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Blake E Marion | Shareholder; Chief Financial Officer | Under 5% | 2018 |
| Chad Brandon Hoes | Shareholder | Under 5% | 2024 |
| Darrell Scott Haynes Control | Secretary/Shareholder | 10-25% | 2017 |
J. Team Financial, Inc. reports $257.4 million in regulatory assets under management on its Form ADV.
J. Team Financial, Inc. manages 1 private funds with combined gross assets of $7.8 million.
J. Team Financial, Inc. reports 9 employees.
J. Team Financial, Inc. is based in Abilene, TX and has been SEC-registered since 2013.
J. Team Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 425 Cypress St., Abilene, TX 79601 |
| Phone | 325-480-1587 |
| Fax | 817-796-2709 |
| Office hours | 8:30a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $235.4M |
| Non-discretionary | $22M |
| Total (RAUM) | $257.4M |