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 a small, privately owned corporation that operates as a hedge-fund style adviser serving both individual/family and institutional clients. The firm provides portfolio management across individual and pooled vehicles and for businesses or institutions, and it also functions as sponsor/GP/managing member of private pooled investment vehicles. Its compensation mix includes percentage-of-AUM fees, hourly charges and performance-based fees. The firm does not identify as an active ESG investor and is not organized as a multi-state or pension consulting adviser.
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
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