Trm Advisors LP
● SEC registered since 2024CRD 321278SEC# 801-130799Southfield, MI
Ranks #5,368 of 5,974 private fund managers by regulatory AUM.
Reg. AUM
$159.8M
Fund GAV
$144.3M
Private funds
1
Employees
9
Accounts
2
Location
Southfield, MI
About Trm Advisors
TRM Equity makes control investments in profitable middle-market industrial businesses. The firm partners with management teams and uses industry experience to improve operations and help companies execute their growth plans.
Summary based on the firm’s website.
Trm Advisors LP assets under management
Trm Advisors LP operates as an SEC-registered investment adviser based in Southfield, MI. The firm has been registered since 2024. It reports $159.8 million in regulatory assets under management and employs 9 people. Trm Advisors LP manages 1 private fund with combined gross assets of $144.3 million, including Trm Equity Fund II LP. By regulatory assets, it ranks 5,368 of 5,974 private fund managers.
Trm Advisors LP private funds
1 funds · $144.3M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Trm Equity Fund II LP | Private Equity | $144.3M | — |
Trm Advisors LP owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Alan Stone Control | Managing Director | 10-25% | 2020 |
| Robert Sylvester Control | Chief Compliance Officer / Managing Director | 10-25% | 2020 |
| Trma GP LLC Control | Owner | 50-75% | 2020 |
| Jeffrey Alan Stone Control | Manager | 50-75% | 2020 |
| Robert Sylvester Control | Manager | 50-75% | 2020 |
Frequently asked questions
How much does Trm Advisors LP manage?
Trm Advisors LP reports $159.8 million in regulatory assets under management on its Form ADV.
How many private funds does Trm Advisors LP manage?
Trm Advisors LP manages 1 private funds with combined gross assets of $144.3 million.
How many employees does Trm Advisors LP have?
Trm Advisors LP reports 9 employees.
Where is Trm Advisors LP located?
Trm Advisors LP is based in Southfield, MI and has been SEC-registered since 2024.
Does Trm Advisors LP disclose fund performance?
Trm Advisors LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Towne Square, Suite 1570, Southfield, MI 48076 |
| Phone | 800-817-4152 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$159.8M▼ 45%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,369 advisers
AUM vs fund managersTop 90%
Larger than 10% of 5,974 private-fund managers
Number of fundsTop 77%
More funds than 23% of fund managers
EmployeesTop 43%
More than 57% of 16,804 advisers
Assets under management
$159.8Mregulatory AUM
Discretionary $159.8M
Service providers
Auditor