TRG CAPITAL MANAGEMENT, INC.

RIASEC Registered

Total AUM

$116M

Discretionary

$116M

100% of AUM

Avg account

$296K

Accounts

392

Employees

5

Advisory reps

4

Firm details

Headquarters: RALEIGH, North Carolina
CRD number: 146674
Website: www.trgcap.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: HNWI65.49%
Individuals17.01%
Pooled Investment Vehicles16.35%
Charitable Organizations1.15%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

TRG Capital Management, Inc. is a privately owned corporate adviser that operates with a hedge-fund orientation and serves both individual/family and institutional clients. The firm provides portfolio management across individual and small-business accounts, pooled investment vehicles, and institutional or business clients. It charges a mix of fees including a percentage of assets under management, hourly fees, and performance-based fees. TRG acts as sponsor, general partner and managing member for pooled vehicles it oversees, and it does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

US Government Bonds34%
Exchange Traded Equities32%
Public Funds/Mutual Funds27%
Cash & Cash Equivalents5%
State & Local Bonds2%

Owners & executives

1 of 1

THOMAS GASPER
Founder, President and Chief Investment OfficerCRD 4648170

Contacts

3 of 3

Matthew Horwedel
Junior TraderCRD 7361143
GEORGE GERNER
Director of Marketing and Investor RelationsCRD 6125604
Edward Longstrom
PresidentCRD 7698798

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

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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