TRM ADVISORS LP
Firm details
- Headquarters
- SOUTHFIELD, Michigan
- CRD number
- 321278
- Registered since
- July 26, 2024
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles90.3%
- Other9.7%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
TRM Advisors LP is a limited partnership that functions primarily as the manager of pooled investment vehicles, with a private equity orientation. The firm is SEC-registered (2024) and serves institutional clients. Its business model combines a percentage-of-assets fee with performance-based compensation, and it also serves in sponsor/GP and managing-member roles for pooled funds. The adviser reports it is not an active ESG investor and does not operate multi-state advisory programs.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities100%
Contacts
2 of 2ROBERT SYLVESTER
Managing DirectorCRD 6596723
JEFFREY STONE
Managing DirectorCRD 4821101
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SOUTHFIELD, MI
OAKLAND
Location
SOUTHFIELD, MI
Headquartered in SOUTHFIELD, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 1 Towne Sq
- Time zone
- ET (UTC-5)
- Office locations
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