T&R ADVISORS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
COVINA, California
CRD number
306268

Firm profile

FINTRX

Overview

T&R Advisors LLC operates as a small, single-office investment manager that functions primarily as a sponsor and general partner of pooled investment vehicles. The firm’s activity centers on venture capital investing through privately raised funds rather than traditional advisory relationships with retail clients. Its public disclosures indicate an unclassified advisory registration and an owner structure tied to an individual proprietor; the firm is not positioned as a multi-state registered adviser and is not identified as an active ESG investor. Investment focus is concentrated on private-company equity via venture capital funds. As sponsor and GP, T&R Advisors handles fund formation, capital deployment and governance of the pooled vehicles it manages. The profile and scale of the funds indicate a manager that targets smaller, concentrated venture allocations rather than large, diversified institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

1 of 1
  • Todd Goldberg

    Chief Compliance OfficerCRD 7200676

Contacts

1 of 1
  • Rahul Vohra

    MemberCRD 7200678

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

COVINA, CA

LOS ANGELES

Location

COVINA, CA

Headquartered in COVINA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
440 N Barranca Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth