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Tremont Realty Capital LLC

● SEC registered since 2016CRD 283569SEC# 801-107676Newton, MA
Export (members)
Reg. AUM
$763.3M
Employees
22
Accounts
2
Location
Newton, MA

Tremont Realty Capital LLC assets under management

Tremont Realty Capital LLC is an investment advisory firm registered with the SEC based in Newton, MA. The firm has been registered since 2016. It reports $763.3 million in regulatory assets under management and employs 22 people.

Tremont Realty Capital LLC owners & executives

10 reported
NameTitleOwnershipSince
Adam David Portnoy ControlDirectorUnder 5%2016
Jennifer Babbin Clark ControlDirector, Executive Vice President, General Counsel & SecretaryUnder 5%2016
Matthew Brown ControlChief Financial Officer & TreasurerUnder 5%2025
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Frequently asked questions

How much does Tremont Realty Capital LLC manage?

Tremont Realty Capital LLC reports $763.3 million in regulatory assets under management on its Form ADV.

How many employees does Tremont Realty Capital LLC have?

Tremont Realty Capital LLC reports 22 employees.

Where is Tremont Realty Capital LLC located?

Tremont Realty Capital LLC is based in Newton, MA and has been SEC-registered since 2016.

Does Tremont Realty Capital LLC disclose fund performance?

Tremont Realty Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address255 Washington Street, Suite 300, Newton, MA 02458-1634
Phone617-867-0700
Office hours9:00a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
CIK1716421
Discloses disciplinary historyNo

Regulatory AUM

$763.3M▲ 2%
Mar '25 — $751.6MApr '25 — $751.6MMay '25 — $751.6MJun '25 — $751.6MJul '25 — $751.6MAug '25 — $751.6MSep '25 — $751.6MOct '25 — $751.6MNov '25 — $751.6MDec '25 — $763.3MJan '26 — $763.3MFeb '26 — $763.3MMar '26 — $763.3MApr '26 — $763.3MMay '26 — $763.3MJun '26 — $763.3M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers

Assets under management

$763.3Mregulatory AUM
Discretionary $763.3M