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| TRM Advisors LP
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|---|---|
| CRD # | 321278 |
| SEC # | 801-130799 |
| CIK # | |
| AUM | 159.8 M (2026-05-04) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 800-817-4152 |
| Address | 1 Towne Square Southfield, MI 48076 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | TRM Equity Fund II LP | [2022-11-01] | 59.1 M | 144.3 M |
| Offered $100,000,000 · Filed 2023-05-02 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Remaining $40,850,000 · Duration More than one year · Revenue Not Applicable | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 1 | 144.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 1 | 15.5 |
| Total | 2 | 159.8 |
| By Discretionary | ||
| Discretionary | 2 | 159.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 159.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.8 | |
| Total | 2 | 159.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Jeffrey Stone | Executive Officer | 12 | 3 | |
| Robert Sylvester | Executive Officer | 4 | 3 | |
| Trm II GP LP | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Private Equity |
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|---|---|---|
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|
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CO | 156.7 M |