RIA Intelligence

TRUST ASSET MANAGEMENT LLC

CRD #147379 SEC #801-69363 HOUSTON, TX 832-308-2748
SEC Registered Private Funds
Total AUM
$2.8B
Discretionary
$2.8B
Employees
10
Clients
0
Accounts
150

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ADAMCZYK, DENISE, MARIEICHIEF COMPLIANCE OFFICERNA
ADAMCZYK, DENISE, MARIEICHIEF COMPLIANCE OFFICERNA Control
ADAMCZYK, DENISE, MARIEICHIEF COMPLIANCE OFFICERNA
ADAMCZYK, DENISE, MARIEICHIEF COMPLIANCE OFFICERNA
ADAMCZYK, DENISE, MARIEICHIEF COMPLIANCE OFFICERNA
CHICA, ANDREW, PAULICHIEF COMPLIANCE OFFICERNA Control
HALE, JOHN, ANTHONYICHIEF COMPLIANCE OFFICERNA Control
HALE, JOHN, ANTHONYICHIEF COMPLIANCE OFFICERNA Control
HALE, JOHN, ANTHONYICHIEF COMPLIANCE OFFICERNA Control
HALE, JOHN, ANTHONYICHIEF COMPLIANCE OFFICERNA Control
HALE, JOHN, ANTHONYICHIEF COMPLIANCE OFFICERNA Control
HALE, JOHN, ANTHONYICHIEF COMPLIANCE OFFICERNA Control
HALE, JOHN, ANTHONYICHIEF COMPLIANCE OFFICERNA Control
HALE, JOHN, ANTHONYICHIEF COMPLIANCE OFFICERNA Control
HALE, JOHN, ANTHONYICHIEF COMPLIANCE OFFICERNA Control
HALE, JOHN, ANTHONYIVICE PPRESIDENT & CHIEF COMPLIANCE OFFICERNA Control
HALE, JOHN, ANTHONYICHIEF COMPLIANCE OFFICERNA Control
HALE, JOHN, ANTHONYICHIEF COMPLIANCE OFFICERNA Control
HALE, JOHN, ANTHONYIVICE PPRESIDENT & CHIEF COMPLIANCE OFFICERNA Control
HALE, JOHN, ANTHONYIVICE PPRESIDENT & CHIEF COMPLIANCE OFFICERNA Control
HALE, JOHN, ANTHONYICHIEF COMPLIANCE OFFICERNA Control
HALE, JOHN, ANTHONYIVICE PPRESIDENT & CHIEF COMPLIANCE OFFICERNA Control
HALE, JOHN, ANTHONYIVICE PRESIDENT & CHIEF COMPLIANCE OFFICERNA Control
HALE, JOHN, ANTHONYIVICE PRESIDENT & CHIEF COMPLIANCE OFFICERNA Control
HALE, JOHN, ANTHONYIVICE PRESIDENT & CHIEF COMPLIANCE OFFICERNA Control
HALE, JOHN, ANTHONYIVICE PRESIDENT & CHIEF COMPLIANCE OFFICERNA Control
HALE, JOHN, ANTHONYIVICE PRESIDENTNA Control
HALE, JOHN, ANTHONYIVICE PRESIDENTNA Control
HALE, JOHN, ANTHONYIVICE PRESIDENTNA Control
HALE, JOHN, ANTHONYIVICE PRESIDENTNA Control
HALE, JOHN, ANTHONYIVICE PRESIDENTNA Control
HALE, JOHN, ANTHONYIVICE PRESIDENTNA Control
HALE, JOHN, ANTHONYIVICE PRESIDENTNA Control
HALE, JOHN, ANTHONYIVICE PRESIDENTNA Control
HALE, JOHN, ANTHONYIVICE PRESIDENTNA Control
LUDWIG, STEVEN, CHARLESICHIEF COMPLIANCE OFFICERNA
LUDWIG, STEVEN, CHARLESICHIEF COMPLIANCE OFFICERNA
LUDWIG, STEVEN, CHARLESICHIEF COMPLIANCE OFFICERNA
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
SHINDER, MARKIPRESIDENT & CHIEF INVESTMENT OFFICERNA Control
ZISLIS, MICHAELIMANAGING DIRECTORNA Control
ZISLIS, MICHAELIMANAGING DIRECTORNA Control
ZISLIS, MICHAELIMANAGING DIRECTORNA Control
ZISLIS, MICHAELIMANAGING DIRECTORNA Control
ZISLIS, MICHAELICHIEF OPERATING OFFICERNA Control
ZISLIS, MICHAELICHIEF OPERATING OFFICERNA Control
ZISLIS, MICHAELIMANAGING DIRECTOR & CHIEF OPERATING OFFICERNA Control
ZISLIS, MICHAELICHIEF OPERATING OFFICERNA Control
ZISLIS, MICHAELICHIEF OPERATING OFFICERNA Control
ZISLIS, MICHAELIMANAGING DIRECTOR & CHIEF OPERATING OFFICERNA Control
ZISLIS, MICHAELIMANAGING DIRECTOR & CHIEF OPERATING OFFICERNA Control
ZISLIS, MICHAELICHIEF OPERATING OFFICERNA Control
ZISLIS, MICHAELIMANAGING DIRECTOR & CHIEF OPERATING OFFICERNA Control
ZISLIS, MICHAELIMANAGING DIRECTOR & CHIEF OPERATING OFFICERNA Control
ZISLIS, MICHAELIMANAGING DIRECTOR & CHIEF OPERATING OFFICERNA Control
ZISLIS, MICHAELIMANAGING DIRECTOR & CHIEF OPERATING OFFICERNA Control
ZISLIS, MICHAELIMANAGING DIRECTOR & CHIEF OPERATING OFFICERNA Control
ZISLIS, MICHAELIMANAGING DIRECTOR & CHIEF OPERATING OFFICERNA Control
ZISLIS, MICHAELIMANAGING DIRECTOR & CHIEF OPERATING OFFICERNA Control
ZISLIS, MICHAELIMANAGING DIRECTOR & CHIEF OPERATING OFFICERNA Control
ZISLIS, MICHAELIMANAGING DIRECTOR & CHIEF OPERATING OFFICERNA Control
ZISLIS, MICHAELIMANAGING DIRECTOR & CHIEF OPERATING OFFICERNA Control
ZISLIS, MICHAELIMANAGING DIRECTOR & CHIEF OPERATING OFFICERNA Control
ZISLIS, MICHAELIMANAGING DIRECTOR & CHIEF OPERATING OFFICERNA Control
ZISLIS, MICHAELIMANAGING DIRECTOR & CHIEF OPERATING OFFICERNA Control
ZISLIS, MICHAELIMANAGING DIRECTOR & CHIEF OPERATING OFFICERNA Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control
NORTHSTAR MEMORIAL GROUP LLCDEMEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
EVERGREEN INVESTMENT ADVISORSDEEVERGREEN REAL ESTATE PARTNERS LLCF Control
EVERGREEN INVESTMENT ADVISORSDEEVERGREEN REAL ESTATE PARTNERS LLCF Control
EVERGREEN INVESTMENT ADVISORSDEEVERGREEN REAL ESTATE PARTNERS LLCF Control
EVERGREEN INVESTMENT ADVISORSDEEVERGREEN REAL ESTATE PARTNERS LLCF Control
EVERGREEN INVESTMENT ADVISORSDEEVERGREEN REAL ESTATE PARTNERS LLCF Control
EVERGREEN INVESTMENT ADVISORSDEEVERGREEN REAL ESTATE PARTNERS LLCF Control
EVERGREEN INVESTMENT ADVISORSDEEVERGREEN REAL ESTATE PARTNERS LLCF Control
EVERGREEN INVESTMENT ADVISORSDEEVERGREEN REAL ESTATE PARTNERS LLCF Control
EVERGREEN INVESTMENT ADVISORSDEEVERGREEN REAL ESTATE PARTNERS LLCF Control
EVERGREEN INVESTMENT ADVISORSDEEVERGREEN REAL ESTATE PARTNERS LLCF Control
EVERGREEN INVESTMENT ADVISORSDEEVERGREEN REAL ESTATE PARTNERS LLCF Control
EVERGREEN INVESTMENT ADVISORSDEEVERGREEN REAL ESTATE PARTNERS LLCF Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCE Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCE Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCE Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCE Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCE Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCE Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCE Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCE Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCE Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCE Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCE Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCE Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCE Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCE Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCE Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
EVERGREEN REAL ESTATE PARTNERS LLCDEEVERGREEN MEMORIAL LLCE Control
M3 CAPITAL PARTNERS LLCDEEVERGREEN INVESTMENT ADVISORS LLCE Control
M3 CAPITAL PARTNERS LLCDEEVERGREEN INVESTMENT ADVISORS LLCE Control
M3 CAPITAL PARTNERS LLCDEEVERGREEN INVESTMENT ADVISORS LLCE Control
M3 CAPITAL PARTNERS LLCDEEVERGREEN INVESTMENT ADVISORS LLCE Control
M3 CAPITAL PARTNERS LLCDEEVERGREEN INVESTMENT ADVISORS LLCE Control
M3 CAPITAL PARTNERS LLCDEEVERGREEN INVESTMENT ADVISORS LLCE Control
M3 CAPITAL PARTNERS LLCDEEVERGREEN INVESTMENT ADVISORS LLCE Control
M3 CAPITAL PARTNERS LLCDEEVERGREEN INVESTMENT ADVISORS LLCE Control
M3 CAPITAL PARTNERS LLCDEEVERGREEN INVESTMENT ADVISORS LLCE Control
M3 CAPITAL PARTNERS LLCDEEVERGREEN INVESTMENT ADVISORS LLCE Control
M3 CAPITAL PARTNERS LLCDEEVERGREEN INVESTMENT ADVISORS LLCE Control
M3 CAPITAL PARTNERS LLCDEEVERGREEN INVESTMENT ADVISORS LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
NORTHSTAR EVERGREEN LLCDENORTHSTAR MEMORIAL GROUP LLCE Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCC Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCC Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCC Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCC Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCC Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCC Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCC Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCC Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCC Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCC Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCC Control
EVERGREEN MEMORIAL LLCDENORTHSTAR EVERGREEN LLCC Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (14)

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Address

1900 ST JAMES PLACE
SUITE 300
HOUSTON, TX 77056
United States
Phone: 832-308-2748