TRG INVESTMENT ADVISORS, LLC
CRD #315629 SEC #801-122090 BRATTLEBORO, VT 800-222-6016
SEC Registered
Total AUM
$1.1B
Discretionary
$114.6M
Employees
7
Clients
0
Accounts
534
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.1B | $114.6M | $999.2M | 7 | 1 |
| Oct 2025 | $1.1B | $114.6M | $999.2M | 7 | 1 |
| Mar 2025 | $1.1B | $114.6M | $999.2M | 7 | 1 |
| Dec 2024 | $913M | $91.7M | $821.3M | 6 | 0 |
| Nov 2024 | $913M | $91.7M | $821.3M | 6 | 0 |
| Aug 2024 | $913M | $91.7M | $821.3M | 6 | 0 |
| Mar 2024 | $913M | $91.7M | $821.3M | 6 | 0 |
| Aug 2023 | $740.6M | $52.6M | $687.9M | 7 | 0 |
| Mar 2023 | $740.6M | $52.6M | $687.9M | 7 | 0 |
| Feb 2023 | $702.6M | $0 | $702.6M | 5 | 0 |
| Jan 2023 | $702.6M | $0 | $702.6M | 5 | 0 |
| Oct 2022 | $702.6M | $0 | $702.6M | 5 | 0 |
| Mar 2022 | $702.6M | $0 | $702.6M | 5 | 0 |
| Mar 2022 | $702.6M | $0 | $702.6M | 5 | 0 |
| Jan 2022 | $711.9M | $0 | $711.9M | 6 | 0 |
| Dec 2021 | $711.9M | $0 | $711.9M | 6 | 0 |
| Aug 2021 | $0 | $0 | $0 | 6 | 0 |
| Jul 2021 | $0 | $0 | $0 | 6 | 0 |
DateOct 2025
Total AUM$1.1B
Discretionary$114.6M
Non-Disc.$999.2M
Employees7
Clients1
DateOct 2025
Total AUM$1.1B
Discretionary$114.6M
Non-Disc.$999.2M
Employees7
Clients1
DateMar 2025
Total AUM$1.1B
Discretionary$114.6M
Non-Disc.$999.2M
Employees7
Clients1
DateDec 2024
Total AUM$913M
Discretionary$91.7M
Non-Disc.$821.3M
Employees6
Clients0
DateNov 2024
Total AUM$913M
Discretionary$91.7M
Non-Disc.$821.3M
Employees6
Clients0
DateAug 2024
Total AUM$913M
Discretionary$91.7M
Non-Disc.$821.3M
Employees6
Clients0
DateMar 2024
Total AUM$913M
Discretionary$91.7M
Non-Disc.$821.3M
Employees6
Clients0
DateAug 2023
Total AUM$740.6M
Discretionary$52.6M
Non-Disc.$687.9M
Employees7
Clients0
DateMar 2023
Total AUM$740.6M
Discretionary$52.6M
Non-Disc.$687.9M
Employees7
Clients0
DateFeb 2023
Total AUM$702.6M
Discretionary$0
Non-Disc.$702.6M
Employees5
Clients0
DateJan 2023
Total AUM$702.6M
Discretionary$0
Non-Disc.$702.6M
Employees5
Clients0
DateOct 2022
Total AUM$702.6M
Discretionary$0
Non-Disc.$702.6M
Employees5
Clients0
DateMar 2022
Total AUM$702.6M
Discretionary$0
Non-Disc.$702.6M
Employees5
Clients0
DateMar 2022
Total AUM$702.6M
Discretionary$0
Non-Disc.$702.6M
Employees5
Clients0
DateJan 2022
Total AUM$711.9M
Discretionary$0
Non-Disc.$711.9M
Employees6
Clients0
DateDec 2021
Total AUM$711.9M
Discretionary$0
Non-Disc.$711.9M
Employees6
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0