Raleigh, NC Office
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TRG Capital Management, Inc.
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About
TRG Capital Management provides discretionary and non-discretionary portfolio management to individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and pooled investment vehicles. The firm manages roughly $118 million in regulatory assets and also offers advisory services for held-away accounts and retirement-plan assets on an AUA basis.
Portfolios are tailored after a client risk questionnaire and may combine several named strategies—including accumulation and income-focused approaches, dividend-growth and concentrated equity strategies, and a capital-protection overlay—implemented through individual equities, fixed income, ETFs, options and ADRs. TRG uses both fundamental and technical analysis, and applies tactical risk-management tools such as stop-loss/stop-gain rules and income-oriented payout options depending on client objectives.
TRG is notable among similar-sized advisers for sponsoring and providing portfolio management to a privately offered pooled fund through an affiliated general partner, and for charging performance-based fees to certain investors while applying a loss carryforward (high‑water‑mark) provision to mitigate incentive conflicts. The firm recently registered with the SEC after growth in assets and discloses that it is deemed to have custody of fund assets subject to independent annual surprise audits.
Based on TRG Capital Management, Inc.
Expertise
Based on TRG Capital Management, Inc.
Location
8321 Six Forks Road, Suite 103
Raleigh NC 27615
Advisors at this office
2
Advisors at this office
Thomas G
Series 63, Series 65
Raleigh, NC
TRG Capital Management, Inc.
Thomas Gasper is a financial advisor at TRG Capital Management, Inc. in Raleigh, NC, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TRG Capital since 2008. In addition to his advisory role, he serves as the managing member of a hedge fund through Victoria Park, LLC. TRG Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, and pooled investment vehicles. The firm employs a range of strategies, including dividend-growth and concentrated equity approaches, using both fundamental and technical analysis, and is notable for managing a privately offered pooled fund with performance-based fees.
Matthew H
Series 65
Raleigh, NC
TRG Capital Management, Inc.
Matthew Horwedel is a financial advisor at TRG Capital Management, Inc. in Raleigh, NC, holding a Series 65 designation with two years of industry experience. Prior to joining TRG Capital Management in 2023, he worked briefly at Northwestern Mutual in 2021 and was employed at Wilkes University from 2019 to 2023. TRG Capital Management provides discretionary and non-discretionary portfolio management to individuals, trusts, pension and profit-sharing plans, and pooled investment vehicles, managing approximately $118 million in regulatory assets. The firm employs a variety of investment strategies tailored to client risk profiles, combining fundamental and technical analysis with tactical risk-management tools.
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