Thackeray Partners

Thackeray Partners, L.P. is a registered investment adviser specializing in real estate investments. Founded in January 2005, the firm is based in Dallas, Texas. Thackeray serves as the investment adviser to pooled investment vehicles, including Thackeray Partners Realty Fund IV, L.P. and Thackeray Partners Realty Fund V, L.P. The firm's investment strategy focuses on diversified real estate assets, primarily apartments and warehouses, with an emphasis on risk management, diversification, and maximizing current income and capital appreciation. Thackeray does not tailor its services to individual investors but allows certain restrictions on investments by the Funds. The firm's compensation includes a 1.375% annual management fee charged to the Funds. Thackeray manages assets on a discretionary basis, with an estimated regulatory assets under management of $309.4 million as of December 31, 2024. The firm does not participate in wrap fee programs and does not receive compensation for client referrals. Thackeray's investment philosophy and methods of analysis are detailed, emphasizing risk management, diversification, and value creation over time. Clients of the Funds receive regular financial statements and reports. Thackeray does not vote client securities and does not have custody of client assets. The firm's Code of Ethics ensures high ethical standards and compliance with securities laws. Thackeray does not have any disciplinary events to report.