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Tfr Capital, LLC

● SEC registered since 2024CRD 333108SEC# 801-131226Plano, TX
Export (members)
Reg. AUM
$327.6M
Employees
9
Accounts
644
Location
Plano, TX

Tfr Capital, LLC assets under management

Tfr Capital, LLC is an SEC-registered investment adviser based in Plano, TX. The firm has been registered since 2024. It reports $327.6 million in regulatory assets under management and employs 9 people.

Tfr Capital, LLC owners & executives

5 reported
NameTitleOwnershipSince
Jd Finco, Inc. ControlManagerUnder 5%2024
Joshua Ryan Dunham ControlPresident And MemberOver 75%2024
Sonia Ann GoforthChief Compliance OfficerUnder 5%2024
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Frequently asked questions

How much does Tfr Capital, LLC manage?

Tfr Capital, LLC reports $327.6 million in regulatory assets under management on its Form ADV.

How many employees does Tfr Capital, LLC have?

Tfr Capital, LLC reports 9 employees.

Where is Tfr Capital, LLC located?

Tfr Capital, LLC is based in Plano, TX and has been SEC-registered since 2024.

Does Tfr Capital, LLC disclose fund performance?

Tfr Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5801 Tennyson Pkwy, Suite 150, Plano, TX 75024
Phone800-765-0397
Office hours8:30 To 5.00
SEC regionFort Worth Regional Office (FWRO)
CIK2059325
Discloses disciplinary historyYes

Assets under management

Discretionary$327.6M
Non-discretionary$0
Total (RAUM)$327.6M