TRG Capital Management, Inc.

RIASEC Registered
Total AUM
$118M
Discretionary
$118M
100% of AUM
Avg account
$305K
Accounts
388
Employees
5
Advisory reps
4

Firm details

Headquarters
Raleigh, North Carolina
CRD number
146674
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Client types
  • HNWI64.68%
  • Pooled Investment Vehicles17.78%
  • Individuals16.01%
  • Charitable Organizations1.53%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

TRG Capital Management, Inc. is a small, privately owned corporation that operates as a hedge-fund style adviser serving both individual/family and institutional clients. The firm provides portfolio management across individual and pooled vehicles and for businesses or institutions, and it also functions as sponsor/GP/managing member of private pooled investment vehicles. Its compensation mix includes percentage-of-AUM fees, hourly charges and performance-based fees. The firm does not identify as an active ESG investor and is not organized as a multi-state or pension consulting 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

Asset composition

Asset composition: US Government Bonds 34%, Exchange Traded Equities 32%, Public Funds/Mutual Funds 27%, Cash & Cash Equivalents 5%, State & Local Bonds 2%34%
  • US Government Bonds34%
  • Exchange Traded Equities32%
  • Public Funds/Mutual Funds27%
  • Cash & Cash Equivalents5%
  • State & Local Bonds2%

Owners & executives

1 of 1
  • Thomas Gasper

    Thomas Gasper

    Founder, President and Chief Investment OfficerCRD 4648170

Contacts

3 of 3
  • Matthew Horwedel

    Matthew Horwedel

    Junior TraderCRD 7361143

  • George Gerner

    George Gerner

    Director of Marketing and Investor RelationsCRD 6125604

  • Edward Longstrom

    PresidentCRD 7698798

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

Raleigh, NC

Wake

Location

Raleigh, NC

Headquartered in Raleigh, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
Wake
Address
8321 Six Forks Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth