RIA Intelligence

TRM ADVISORS LP

CRD #321278 SEC #801-130799 SOUTHFIELD, MI 800-817-4152
SEC Registered Private Funds
Total AUM
$292.6M
Discretionary
$292.6M
Employees
9
Clients
--
Accounts
2

Firm Details

Organization Type
Limited Partnership
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 24, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
TRMA GP LLCDEOWNERD Control
TRMA GP LLCDEOWNERD Control
TRMA GP LLCDEOWNERD Control
TRMA GP LLCDEOWNERD Control
TRMA GP LLCDEOWNERD Control
TRMA GP LLCDEOWNERD Control
TRMA GP LLCDEOWNERD Control
STONE, JEFFREY, ALANIMANAGING DIRECTORB Control
STONE, JEFFREY, ALANIMANAGING DIRECTORB Control
STONE, JEFFREY, ALANIMANAGING DIRECTORB Control
STONE, JEFFREY, ALANIMANAGING DIRECTORB Control
STONE, JEFFREY, ALANIMANAGING DIRECTORB Control
STONE, JEFFREY, ALANIMANAGING DIRECTORB Control
STONE, JEFFREY, ALANIMANAGING DIRECTORB Control
SYLVESTER, ROBERTICHIEF COMPLIANCE OFFICER / MANAGING DIRECTORB Control
SYLVESTER, ROBERTICHIEF COMPLIANCE OFFICER / MANAGING DIRECTORB Control
SYLVESTER, ROBERTICHIEF COMPLIANCE OFFICER / MANAGING DIRECTORB Control
SYLVESTER, ROBERTICHIEF COMPLIANCE OFFICER / MANAGING DIRECTORB Control
SYLVESTER, ROBERTICHIEF COMPLIANCE OFFICER / MANAGING DIRECTORB Control
SYLVESTER, ROBERTICHIEF COMPLIANCE OFFICER / MANAGING DIRECTORB Control
SYLVESTER, ROBERTICHIEF COMPLIANCE OFFICER / MANAGING DIRECTORB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
STONE, JEFFREY, ALANITRMA GP LLCD Control
SYLVESTER, ROBERTITRMA GP LLCD Control

Registrations

Federal

IA
Mar 24, 2025 REGISTERED

Notice Filings (1)

MI

Address

1 TOWNE SQUARE
SUITE 1570
SOUTHFIELD, MI 48076
United States
Phone: 800-817-4152