TREMONT REALTY CAPITAL LLC
Adviser information for TREMONT REALTY CAPITAL LLC last updated from Form ADV on December 6th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | SEPTEMBER |
| Legal Location | Maryland, United States |
Employees
| Total Number of Employees | 32 |
|---|---|
| Investment Advisory/Research | 24 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2 | $750.0M |
| Non-Discretionary | 0 | $0 |
| Total | 2 | $750.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 2 | $750.0M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | Performance-based feesA PERCENTAGE OF THE EQUITY OF A CLIENT |
Principal Office
255 WASHINGTON STREETSUITE 300
NEWTON
MA
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 617-867-0700, Fax: None
Chief Compliance Officer
SIGRID USEN
255 WASHINGTON STREET
SUITE 300
NEWTON
MA
United States
Tel:
617-867-0700
S****@*************M
(Full email address available in API data)
Regulatory Contact
JENNIFER CLARK
EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL & SECRETARY
255 WASHINGTON STREET
SUITE 300
NEWTON
MA
United States
Tel:
617-867-0700
J*****@*******************M
(Full email address available in API data)
Industry Affiliates
| ABP TRUST | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PORTNOY, ADAM, DAVID | Individual | – | DIRECTOR | 03/2016 | < 5% |
| CLARK, JENNIFER, BABBIN | Individual | – | DIRECTOR, EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL & SECRETARY | 03/2016 | < 5% |
| JORDAN, MATTHEW, PAUL | Individual | – | DIRECTOR, PRESIDENT & CHIEF EXECUTIVE OFFICER | 01/2021 | < 5% |
| LARKIN, VERN, DAVID | Individual | – | EMPLOYEE | 01/2024 | < 5% |
| THE RMR GROUP LLC | Domestic Entity | – | SOLE MEMBER | 03/2016 | > 75% |
| THE RMR GROUP INC. | Domestic Entity | THE RMR GROUP LLC | CLASS B MANAGING MEMBER & CLASS A MEMBER | 06/2015 | 50-75% |
| ABP TRUST | Domestic Entity | THE RMR GROUP LLC | CLASS A MEMBER | 06/2015 | 25-50% |
| PORTNOY, ADAM, DAVID | Individual | ABP TRUST | TRUSTEE & OWNER | 06/2015 | > 75% |
| LORENZINI, THOMAS, JOSEPH | Individual | – | SENIOR VICE PRESIDENT | 10/2021 | < 5% |
| DIAZ, FERNANDO | Individual | – | VICE PRESIDENT, TREASURER AND CHIEF FINANCIAL OFFICER | 10/2023 | < 5% |
| USEN, SIGRID, MENDEL | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2024 | < 5% |