TRG MANAGEMENT LP

RIASEC RegisteredEst. 2006
Total AUM
$6.7B
Discretionary
$4.3B
64% of AUM
Avg account
$140M
Accounts
48
Employees
102
Advisory reps
14

Firm details

Headquarters
New York, New York
CRD number
138083
Registered since
January 25, 2006
Custodians
CITI PRIVATE BANK
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles64.9%
  • Sovereign Wealth Funds33.69%
  • Corporations / Businesses0.87%
  • Other Investment Advisers0.54%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

TRG Management LP is a multi-strategy investment manager organized as a limited partnership that primarily serves institutional clients. The firm runs pooled investment vehicles and separate accounts, acting in capacities that include portfolio management for pooled vehicles and for businesses or institutions, and it has CPO/CTA activity. Investment activity centers on liquid public equities—including both individual stocks and exchange-traded funds—paired with a sizeable program of private fund management across private equity, real estate and hedge strategies. TRG reports active ESG integration across its processes and employs a mix of fee arrangements that includes percentage-of-AUM and performance-based fees alongside fixed-fee engagements. The firm prefers equities for its SMA and separate account business, while supplementing public market exposure with allocated capital to third-party alternative managers and its own private funds. TRG also serves as sponsor or general partner on pooled vehicles it manages, indicating an appetite for control and co-investment alongside external fund placements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Other 4%, Cash & Cash Equivalents 2%94%
  • Exchange Traded Equities94%
  • Other4%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • NICOLAS ROHATYN

    Founder and CEOCRD 2229928

Contacts

3 of 13
  • JACOB COHEN

    PartnerCRD 4251775

  • MICHAEL DE ANGELO

    PartnerCRD 4158721

  • MICHAEL CLARIDGE

    PartnerCRD 5771812

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
65 E 55th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth