RIA Intel›Advisers›Massachusetts›TREMONT REALTY CAPITAL LLC

TREMONT REALTY CAPITAL LLC

Advisory

N·NEWTON, MA

Data as of Jul 2, 2026 · Source: SEC Form ADV

Total AUM
$763M
1-Year AUM Growth
+0.2%
3-Year CAGR
+18.2%
Employees
18
Assets Under Management
Total AUM$763M
Discretionary AUM$763M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2
Team
Total Employees18
Investment Advisers22
Employee Growth (1Y)-25.0%
Filing History
Total Filings on Record16
First FilingApr 5, 2016
Latest FilingJul 2, 2026
🔒 Full AUM trend chart and 16 historical filings spanning 10+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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