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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| TRG Investment Advisors LLC
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|---|---|
| CRD # | 315629 |
| SEC # | 801-122090 |
| CIK # | |
| AUM | $1.1 B (2025-03-03) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 800-222-6016 |
| Address | 48 Harris Place Brattleboro, VT 05301 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 169 | 51.2 |
| (b) Individuals (high net worth individuals) | 63 | 87.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 122 | 959.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 10.6 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.7 |
| (n) Other | 0 | 0.0 |
| Total | 534 | 1,113.8 |
| By Discretionary | ||
| Discretionary | 284 | 114.6 |
| Non-Discretionary | 250 | 999.2 |
| Total | 534 | 1,113.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,113.8 | |
| Total | 534 | 1,113.8 |
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|---|---|---|
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TX | 1.1 |
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PA | 1.1 |