TRG Capital Management, Inc.
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
- HNWI64.68%
- Pooled Investment Vehicles17.78%
- Individuals16.01%
- Charitable Organizations1.53%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
TRG Capital Management, Inc. is organized as a corporation and operates in a hedge-fund style capacity while advising both individual/family and institutional clients. Its advisory scope includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio management for businesses or institutions. The firm charges a mix of percentage-of-AUM, hourly, and performance-based fees. TRG reports it is not an active ESG investor. It also serves as a sponsor, general partner, and managing member of pooled investment vehicles it advises.
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
- 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Hatteras Investment Partners, LP
RIARaleigh, NC
Tolley Financial Group, LLC
RIARaleigh, NC
Evergreen Wealth Advisors
RIARaleigh, NC
REH Wealth Advisors LLC
RIARaleigh, NC
White Oak Wealth Partners
RIARaleigh, NC
EQV Advisory, LLC
RIARaleigh, NC