Tremont Street Advisors, LLC

Overview

Tremont Street Advisors, LLC is an independent, owner-operated registered investment adviser that acts as a capital allocator for both individuals/families and institutional clients. The firm offers fee-based advisory services (including a percentage-of-AUM component) and provides portfolio management for individuals and small businesses, pension consulting and manager selection services. It does not position itself as an active ESG investor. The firm operates as a limited liability company and identifies as an independent RIA that sources and deploys third-party managers when appropriate. Its advisory model includes selecting other advisers and allocating to external alternative managers, which suggests a blend of in‑house portfolio construction and outsourced manager relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives