TRANSOM CAPITAL GROUP

RIASEC RegisteredEst. 2017
Total AUM
$1.7B
Discretionary
$1.7B
100% of AUM
Avg account
$153M
Accounts
11
Employees
27
Advisory reps
2

Firm details

Headquarters
EL SEGUNDO, California
CRD number
170459
Registered since
April 11, 2017
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Transom Capital Group is a limited liability company that operates as a private equity manager and advisor to pooled investment vehicles. The firm registered with the SEC in 2017 and serves an institutional client base. Its advisory work centers on portfolio management for pooled investment vehicles, and it frequently acts as sponsor, general partner, and managing member of those vehicles. Ownership is held by a mix of domestic entities and individuals. Fee arrangements include asset-based charges and performance-linked fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • NATHAN DASTIC

    Chief Financial Officer & Chief Compliance OfficerCRD 6763855

Contacts

1 of 1
  • RUSSELL ROENICK

    Co-Founder and Managing PartnerCRD 6313929

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

EL SEGUNDO, CA

LOS ANGELES

Location

EL SEGUNDO, CA

Headquartered in EL SEGUNDO, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
100 N Pacific Coast Hwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth