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| Happy Holidays!! thanks for using AUM13F!! |
| TRM Advisors LP
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| CRD # | 321278 |
| SEC # | 801-130799 |
| CIK # | |
| AUM | $292.6 M (2025-03-24) |
| Employees | 9 (100% Investors, 0% Brokers) |
| Phone | 800-817-4152 |
| Address | 1 Towne Square Southfield, MI 48076 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | TRM Equity Fund II LP | [2022-11-01] | 59.1 | 184.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 263.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 29.5 |
| Total | 2 | 292.6 |
| By Discretionary | ||
| Discretionary | 2 | 292.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 292.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 292.6 | |
| Total | 2 | 292.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Jeffrey Stone | 12 | ||
| Robert Sylvester | 4 | ||
| TRM II GP LP | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Spring Lake Equity GP LLC
✚
|
MA | 0.3 |
|
FS Tactical Advisor LLC
✚
|
PA | 0.3 |
|
Artemis Capital Partners Management Co LLC
✚
|
MA | 0.3 |
|
CapitalWorks LLC
✚
|
OH | 0.3 |
|
Tilia Holdings LLC
✚
|
IL | 0.3 |
|
Cypress Investment Management LLC
✚
|
IL | 0.3 |
|
Auxo Investment Partners LLC
✚
|
MI | 0.3 |
|
Daiwa Capital Management Silicon Valley Inc
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|
CA | 0.3 |
|
Unity Partners LP
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|
TX | 0.3 |
|
Indago Capital LLC
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|
NY | 0.3 |