# Tremont Street Advisors, LLC

> Tremont Street Advisors, LLC is a state-registered investment advisory firm in League City, TX, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 172984
- Filed as: TREMONT STREET ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: League City, TX
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172984
- AdvisorCensus page: https://advisorcensus.com/firm/tremont-street-advisors-llc-league-city-tx-172984

## Quick answers

**How is Tremont Street Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tremont Street Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Tremont Street Advisors, LLC located?**
Tremont Street Advisors, LLC's principal office is in League City, TX, according to its Form ADV.

**Is Tremont Street Advisors, LLC registered with the SEC or a state?**
Tremont Street Advisors, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 172984.

**How much does Tremont Street Advisors, LLC manage?**
Tremont Street Advisors, LLC reports $69,239,754 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (80% discretionary).

**What types of clients does Tremont Street Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60); high net worth individuals (13); pension and profit sharing plans (but not the plan participants or government pension plans) (13).

**Does Tremont Street Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/172984

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $69,239,754
- Discretionary: $55,053,518
- Non-discretionary: $14,186,236

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $19,288,455 |
| High net worth individuals | 13 | $41,365,672 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $8,084,963 |
| Charitable organizations | 1 | $500,664 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (11 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tremont Street Advisors, LLC (CRD 172984): Form ADV filing data as of October 2026.