Tremont Realty Capital LLC

RIASEC Registered
Total AUM
$763M
Discretionary
$763M
100% of AUM
Avg account
$382M
Accounts
2
Employees
22
Advisory reps
7

Firm details

Headquarters
Newton, Massachusetts
CRD number
283569
Registered since
April 12, 2016
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Tremont Realty Capital LLC is a limited liability company operating as an institutional registered investment adviser since 2016. The firm advises institutional clients through portfolio management of pooled investment vehicles and also serves as sponsor, general partner and managing member of those vehicles, signaling a hands-on role in structuring and running real estate funds. Its client base is institutional, it charges performance-based and other fee arrangements, and it does not position itself as a capital allocator or pension consultant. Tremont is not an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

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Contacts

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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

FINTRX

Location

Primary office

Newton, MA

Middlesex

Location

Newton, MA

Headquartered in Newton, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
255 Washington St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth