RIA Intelligence

TRUST ASSET MANAGEMENT, LLP

CRD #138563 SEC #801-74171 PORTLAND, ME 207-518-9169
SEC Registered Private Funds
Total AUM
$4.2B
Discretionary
$4.2B
Employees
4
Clients
--
Accounts
6

Firm Details

Organization Type
Limited Liability Partnership
State of Formation
Virgin Islands
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 25, 2013
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CAPITAL ASSET MANAGEMENT, INC.DEMANAGING PARTNERNA Control
CAPITAL ASSET MANAGEMENT, INC.DEMANAGING PARTNERNA Control
CAPITAL ASSET MANAGEMENT, INC.DEMANAGING PARTNERNA Control
CAPITAL ASSET MANAGEMENT, INC.DEMANAGING PARTNERNA Control
CAPITAL ASSET MANAGEMENT, INC.DEMANAGING PARTNERNA Control
CAPITAL ASSET MANAGEMENT, INC.DEMANAGING PARTNERNA Control
GARSON, HEATHER, ELENEICHIEF COMPLIANCE OFFICERNA Control
GARSON, HEATHER, ELENEICHIEF COMPLIANCE OFFICERNA Control
GARSON, HEATHER, ELENEICHIEF COMPLIANCE OFFICERNA Control
GARSON, HEATHER, ELENEICHIEF COMPLIANCE OFFICERNA Control
GARSON, HEATHER, ELENEICHIEF COMPLIANCE OFFICERNA Control
GARSON, HEATHER, ELENEICHIEF COMPLIANCE OFFICERNA Control
YOUNG, JUANITA, RENEEICHIEF FINANCIAL OFFICERNA Control
YOUNG, JUANITA, RENEEICHIEF FINANCIAL OFFICERNA Control
SUSSMAN, SELWYN, DONALDIPARTNERE Control
SUSSMAN, SELWYN, DONALDIPARTNERE Control
SUSSMAN, SELWYN, DONALDIPARTNERE Control
SUSSMAN, SELWYN, DONALDIPARTNERE Control
SUSSMAN, SELWYN, DONALDIPARTNERE Control
SUSSMAN, SELWYN, DONALDIPARTNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
SUSSMAN, SELWYN, DONALDICAPITAL ASSET MANAGEMENT, INC.E Control
SUSSMAN, SELWYN, DONALDICAPITAL ASSET MANAGEMENT, INC.E Control
SUSSMAN, SELWYN, DONALDICAPITAL ASSET MANAGEMENT, INC.E Control
SUSSMAN, SELWYN, DONALDICAPITAL ASSET MANAGEMENT, INC.E Control
SUSSMAN, SELWYN, DONALDICAPITAL ASSET MANAGEMENT, INC.E Control
SUSSMAN, SELWYN, DONALDICAPITAL ASSET MANAGEMENT, INC.E Control

Registrations

Federal

IA
Feb 25, 2013 REGISTERED

Notice Filings (2)

ME VI

Address

217 COMMERCIAL STREET
5TH FLOOR
PORTLAND, ME 04101-4679
United States
Phone: 207-518-9169