{ "crd_number": 283569, "slug": "tremont-realty-capital-llc-newton-ma-283569", "primary_business_name": "TREMONT REALTY CAPITAL LLC", "legal_name": "TREMONT REALTY CAPITAL LLC", "dbas": [ "TREMONT REALTY CAPITAL" ], "city": "Newton", "state": "MA", "country": "United States", "cbsa_code": "14460", "metro": { "cbsa_code": "14460", "common_name": "Boston", "msa_name": "Boston-Cambridge-Newton, MA-NH", "path": "/advisors/ma/boston" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2016-04-12", "years_registered": 10, "period": "2026-10-01", "filing_date": "2026-07-02", "carried_forward": false, "raum_total": 763324546.0, "raum_discretionary": 763324546.0, "raum_non_discretionary": 0.0, "raum_band": "500m_1b", "raum_band_label": "$500 million to $1 billion", "total_employees": 22, "advisory_employees": 18, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 763324546.0, "count": 2 } }, "compensation_types": [ "other", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "MA" ], "websites": [ "https://linkedin.com/COMPANY/TREMONT-REALTY-CAPITAL-LLC", "https://tremontcapital.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283569", "city_as_filed": "NEWTON", "url": "https://advisorcensus.com/firm/tremont-realty-capital-llc-newton-ma-283569", "display_name": "Tremont Realty Capital LLC", "summary": "Tremont Realty Capital LLC is an SEC-registered investment advisory firm in Newton, MA, registered since 2016, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 2, 2026.", "citation": "AdvisorCensus. Tremont Realty Capital LLC (CRD 283569): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "Performance-based fees", "Other" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Tremont Realty Capital LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Tremont Realty Capital LLC reports these compensation arrangements: performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Tremont Realty Capital LLC located?", "a": "Tremont Realty Capital LLC's principal office is in Newton, MA, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Tremont Realty Capital LLC registered with the SEC or a state?", "a": "Tremont Realty Capital LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283569." }, { "q": "How much does Tremont Realty Capital LLC manage?", "a": "Tremont Realty Capital LLC reports $763,324,546 in regulatory assets under management in its Form ADV filing dated July 2, 2026 (100% discretionary)." }, { "q": "How have Tremont Realty Capital LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Tremont Realty Capital LLC: Regulatory assets under management: $292,341,569 in the October 2021 data and $763,324,546 in the October 2026 data, up 161%. Total employees: 20 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Tremont Realty Capital LLC serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2)." }, { "q": "Does Tremont Realty Capital LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283569" }, { "q": "What changed in Tremont Realty Capital LLC's recent Form ADV filings?", "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 292341569.0, "total_employees": 20, "filing_date": "2021-03-17" }, { "period": "2022-10-01", "regulatory_assets_under_management": 456279478.0, "total_employees": 23, "filing_date": "2022-03-14" }, { "period": "2023-10-01", "regulatory_assets_under_management": 775275594.0, "total_employees": 34, "filing_date": "2022-12-19" }, { "period": "2024-10-01", "regulatory_assets_under_management": 749984874.0, "total_employees": 32, "filing_date": "2023-12-06" }, { "period": "2025-10-01", "regulatory_assets_under_management": 751604093.0, "total_employees": 32, "filing_date": "2025-04-29" }, { "period": "2026-10-01", "regulatory_assets_under_management": 763324546.0, "total_employees": 22, "filing_date": "2026-07-02" } ], "recent_changes": [ { "period": "2026-08-01", "period_label": "August 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/tremont-realty-capital-llc-newton-ma-283569.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 2, "fewer_than_5": false, "raum": 763324546.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283569", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }