TRGP INVESTMENT PARTNERS, LP

RIASEC RegisteredEst. 2020
Total AUM
$727M
Discretionary
$724M
100% of AUM
Avg account
$55.9M
Accounts
13
Employees
16
Advisory reps
3

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
305563
Registered since
January 17, 2020
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles99.58%
  • Other Investment Advisers0.42%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Trgp Investment Partners, LP is a limited partnership that operates as a private equity manager focused on pooled investment vehicles for institutional clients. The firm runs multiple closed investment vehicles and performs portfolio management for those pooled structures, acting in sponsor, general partner and managing-member roles across its funds. Its fee model combines a percentage-of-assets component with performance-based fees, reflecting a traditional private equity alignment between management fees and carry. The adviser flags itself as an active ESG investor, which suggests ESG factors are incorporated into either its investment selection, deal diligence or portfolio oversight across its funds. The firm’s advisory activity is concentrated on a relatively small client base and on pooled products rather than separately managed accounts. Industry relationships include other investment advisers and a law firm connection, consistent with a fund-centric operating model that requires sponsor-level legal and operational support.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • THOMAS STAMATELOS

    Chief Financial OfficerCRD 5073252

Contacts

2 of 2
  • William Murphy

    Managing PartnerCRD 7210518

  • Michael Rozen

    FounderCRD 6715194

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, 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
FAIRFIELD
Address
677 Washington Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth