Investment adviser · CRD 321278
TRM ADVISORS LP
Investment adviser filing (IA)
SOUTHFIELD, MI, United States · Form ADV filed May 4, 2026
- Regulatory AUM
- $160M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 1 | $144,300,000 | 90.3% |
| Other clients | Fewer than 5 | $15,500,000 | 9.7% |
Filing source
Form ADV 2103072 · May 4, 2026 · 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 fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
TRM EQUITY FUND II LPPrivate Equity Fund · Last reported May 4, 2026$144MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
GEORGE JOHNSON & COMPANY, PC
PCAOB 180
Fund details & source
- Fund ID
- 805-7575912232
- Reported beneficial owners
- 50
- Minimum commitment
- $0
- Form D file number
- 021-444033
Form ADV 2103072 · May 4, 2026 · 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: May 4, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
1 TOWNE SQUARE, SUITE 1570SOUTHFIELD, MI, 48076, United States
CRD 321278
Filing source
Form ADV 2103072 · May 4, 2026 · 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.