RIA Intel›Advisers›Connecticut›TRGP INVESTMENT PARTNERS, LP

TRGP INVESTMENT PARTNERS, LP

Advisory

N·STAMFORD, CT

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$727M

1-Year AUM Growth

+11.1%

3-Year CAGR

+8.6%

Employees

13

Assets Under Management

Total AUM$727M

Discretionary AUM$724M

Non-Discretionary AUM$3M

Discretionary %99.6%

Total Clients10

Team

Total Employees13

Investment Advisers16

Employee Growth (1Y)+7.7%

Filing History

Total Filings on Record11

First FilingDec 19, 2019

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 11 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TRGP INVESTMENT PARTNERS, LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.