Trm Advisors Lp
- Regulatory AUM
- $160M
- Discretionary
- $160M
- Clients
- 2
- Avg AUM / client
- $79.9M
- Accounts
- 2
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of May 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $144M | 90.3% |
| Other | 1 | $15.5M | 9.7% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $134M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Trm Equity Fund Ii Lp | Private Equity Fund | Delaware | $134M | 50 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Trevecca Nazarene University Defined Contribution Retirement Plan Trevecca Nazarene University | 2024 | |
| University Pediatric Associates Retirement Plan University Pediatric Associates, Inc. | 2024 | |
| Mars Hill University Defined Contribution Retirement Plan Mars Hill University | 2024 | |
| University Neurology, Inc. Retirement Plan University Neurology, Inc. | 2024 | |
| Carolina Day School Defined Contribution Retirement Plan Carolina Day School, Inc. | 2024 | |
| Davis Development, Inc. 401(k) Plan Davis Development, Inc. | 2024 | |
| Academic Medicine Services Inc 401(k) Profit Sharing Plan & Trust Academic Medicine Services Inc | 2024 | |
| University At Buffalo Surgeons, Inc. Retirement Plan University At Buffalo Surgeons, Inc | 2024 | |
| Ub Family Medicine Inc 401(k) Profit Sharing Plan And Trust Ub Family Medicine Inc | 2024 | |
| Copley Health Systems, Inc. 403(b) Retirement Plan Copley Health Systems, Inc. | 2024 | |
| Americantcs 401(k) Plan Americantcs Fiduciary Services, Llc | 2024 |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stone, Jeffrey, Alan | Managing Director | Jun 2020 (6y) | ≈ 25% – 56.25% via Trma Gp Llc | |
| Sylvester, Robert | Chief Compliance Officer / Managing Director | Jun 2020 (6y) | ≈ 25% – 56.25% via Trma Gp Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Trma Gp Llc | Owner | Jun 2020 | A | 50% – 75% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Stone, Jeffrey, Alan: 50% – 75% of Trma Gp Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Sylvester, Robert: 50% – 75% of Trma Gp Llc × 50% – 75% direct ≈ 25% – 56.25% 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.
Private funds (1, $134M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Trm Equity Fund Ii Lp | Private Equity Fund | $134M | $0 | 50 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (11)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Trevecca Nazarene University Defined Contribution Retirement Plan | Trevecca Nazarene University | 455 | $55.0M | 07/01/2024 |
| University Pediatric Associates Retirement Plan | University Pediatric Associates, Inc. | 206 | $42.9M | 01/01/2024 |
| Mars Hill University Defined Contribution Retirement Plan | Mars Hill University | 253 | $41.2M | 01/01/2024 |
| University Neurology, Inc. Retirement Plan | University Neurology, Inc. | 151 | $20.4M | 01/01/2024 |
| Carolina Day School Defined Contribution Retirement Plan | Carolina Day School, Inc. | 187 | $16.2M | 01/01/2024 |
| Davis Development, Inc. 401(k) Plan | Davis Development, Inc. | 435 | $19.5M | 01/01/2024 |
| Academic Medicine Services Inc 401(k) Profit Sharing Plan & Trust | Academic Medicine Services Inc | 238 | $39.5M | 01/01/2024 |
| University At Buffalo Surgeons, Inc. Retirement Plan | University At Buffalo Surgeons, Inc | 125 | $32.6M | 01/01/2024 |
| Ub Family Medicine Inc 401(k) Profit Sharing Plan And Trust | Ub Family Medicine Inc | 147 | $22.0M | 01/01/2024 |
| Copley Health Systems, Inc. 403(b) Retirement Plan | Copley Health Systems, Inc. | 638 | $51.1M | 01/01/2024 |
| Americantcs 401(k) Plan | Americantcs Fiduciary Services, Llc | 2,973 | $54.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/04/2026 | 1.2 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
- • Percentage of assets under management
- • Performance-based fees
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: May 04, 2026.
View current Form ADV (SEC/IAPD) ↗