A complete list of active advisors currently associated with TRG Capital Management, Inc.

Warmer can help you find a great advisor at TRG Capital Management, Inc. or one who fits your needs even better.

TRG Capital Management provides discretionary and non‑discretionary portfolio management to a mix of individuals (including high‑net‑worth clients), businesses, pension and profit‑sharing plans, trusts, charitable organizations, and pooled investment vehicles. The firm offers tailored investment management services but does not offer standalone financial planning as part of its core client services. TRG constructs customized portfolios using both fundamental and technical analysis across equities, fixed income, options and pooled funds, and documents specific separately managed account solutions aimed at wealth accumulation and periodic income. In the pooled vehicle it advises, the firm emphasizes downside risk management and concentrated equity positions alongside income‑oriented holdings and other risk‑mitigation techniques. What is relatively uncommon for a team of this size is TRG’s role as an adviser to and sponsor of a privately offered pooled fund through an affiliate, together with the use of performance‑based compensation for qualifying investors and a high‑water mark. The firm limits fund participation to accredited investors and operates with a compact advisory team, which creates a closer operational and governance connection between the adviser and the fund sponsor than is typical among peers.

To learn more about the advisors currently working at TRG Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.