Tremont Realty Capital LLC
Firm details
- Headquarters
- Newton, Massachusetts
- CRD number
- 283569
- Registered since
- April 12, 2016
- Website
- www.tremontcapital.com
- Fee structure
- Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Tremont Realty Capital LLC is a limited liability company operating as an institutional registered investment adviser since 2016. The firm advises institutional clients through portfolio management of pooled investment vehicles and also serves as sponsor, general partner and managing member of those vehicles, signaling a hands-on role in structuring and running real estate funds. Its client base is institutional, it charges performance-based and other fee arrangements, and it does not position itself as a capital allocator or pension consultant. Tremont is not an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Matthew Jordan
President and Chief Executive OfficerCRD 5697934
Matthew Brown
Chief Financial Officer And TreasurerCRD 8057157
Steven Lapkoff
Chief Compliance Officer and CounselCRD 7714711
Contacts
3 of 4
Adam Portnoy
DirectorCRD 2404829
Jennifer Clark
DirectorCRD 4729261
Lindsey Getz
CRD 8307932
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newton, MA
Middlesex
Location
Newton, MA
Headquartered in Newton, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 255 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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