Tremont Realty Capital Llc
- Regulatory AUM
- $763M
- Discretionary
- $763M
- Clients
- 2
- Avg AUM / client
- $382M
- Accounts
- 2
- Employees
- 22
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $763M | 100.0% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Portnoy, Adam, David | Director | Jun 2015 (11y) | ≈ 14.06% – 50% via Abp Trust | |
| Clark, Jennifer, Babbin | Director, Executive Vice President, General Counsel & Secretary | Mar 2016 (10y) | Less than 5% | |
| Jordan, Matthew, Paul | Director, President & Chief Executive Officer | Jan 2021 (6y) | Less than 5% | |
| Lorenzini, Thomas, Joseph | Senior Vice President | Oct 2021 (5y) | Less than 5% | |
| Diaz, Fernando | Vice President, Treasurer And Chief Financial Officer | Oct 2023 (3y) | Less than 5% | |
| Usen, Sigrid, Mendel | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Rmr Group Llc | Sole Member | Mar 2016 | A | 75% or more |
| The Rmr Group Inc. | Class B Managing Member & Class A Member | Jun 2015 | B | ≈ 37.5% – 75% via The Rmr Group Llc |
| Abp Trust | Class A Member | Jun 2015 | B | ≈ 18.75% – 50% via The Rmr Group Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Portnoy, Adam, David: 75% – 100% of Abp Trust × 25% – 50% of The Rmr Group Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- The Rmr Group Inc.: 50% – 75% of The Rmr Group Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Abp Trust: 25% – 50% of The Rmr Group Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/02/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Performance-based fees
- • Other fees
- • A PERCENTAGE OF THE EQUITY OF A CLIENT
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 02, 2026.
View current Form ADV (SEC/IAPD) ↗