Investment adviser · CRD 160765

TRANSPORTATION RESOURCE PARTNERS

Investment adviser filing (IA)

TRANSPORTATION RESOURCE ADVISORS, LLC

BIRMINGHAM, MI, United States · Form ADV filed Mar 19, 2020

Regulatory AUM
$68.3M
Form ADV · Item 5.F
Client accounts
1
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
8
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles1$68,274,031100.0%
Filing source

Form ADV 1399705 · Mar 19, 2020 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

TRANSPORTATION RESOURCE PARTNERS, LPPrivate Equity Fund · Last reported Mar 19, 2020$68.3MGross asset value
Auditor DELOITTE & TOUCHE, LLP DETROIT, Michigan, United States
Custodian THE HUNTINGTON NATIONAL BANK COLUMBUS, Ohio, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

DELOITTE & TOUCHE, LLP
PCAOB 34

Fund details & source
Fund ID
805-9889804723
Reported beneficial owners
29
Minimum commitment
$1M
Form D file number
021-59121

Form ADV 1399705 · Mar 19, 2020 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 19, 2020. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Performance-based

Principal office

380 N. OLD WOODWARD AVENUE, SUITE 205
BIRMINGHAM, MI, 48009, United States

CRD 160765

Filing source

Form ADV 1399705 · Mar 19, 2020 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.