SourcingSourcing

TRG MANAGEMENT LP

C39
CRD 138083·SEC 801-65631·NEW YORK, NY
AUM
$6.72B
$1B+
Est. Revenue
$67.2M
@ 1% on AUM
Est. EBITDA
$20.2M
@ 30% margin
Est. Deal Value
$161.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRG MANAGEMENT LP
CRD
138083
SEC file #
801-65631
EIN
981292429
DBA names
—

Economics

AUM
$6.72B
AUM band
$1B+
AUM trajectory
'20'26
$6.06B → $6.72B▲ +11%
Client mix
Pooled Investment Vehicles43

Operations

Employees (total)
102
Advisory staff (per ADV)
54
Advisory staff (5-yr trend)
'20'26
52 advisors → 54 advisors▲ +4%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
rohatyngroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TRG MANAGEMENT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
17
Control Persons
TRG MANAGEMENT
AI NORTH AMERICA, INC.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ROHATYNGROUP.COM
Rdap Domain Creation Date
2001-08-12T19:27:38Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
1,881,645
Form 5500 Compensation Trajectory 3y
20251,881,645
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
1,881,645
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0001674173
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2016-05-12
Edgar Last Filing Date
2017-05-12
Edgar Form D Count
2
Edgar Form D Offerings
2017-05-122017-05-12 · 0000947871-17-000362
2016-05-122016-05-12 · 0000947871-16-001157

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Folio Institutional1
Full
Jpmorgan20
Bny Mellon6
Fidelity4
E*trade4
Folio Institutional1
Edgar Addresses
Mailing
C/O MAPLES CORPORATE SERVICES LIMITEDP.O. BOX 309, UGLAND HOUSEGRAND CAYMAN, E9, KY1-1104
Business
C/O MAPLES CORPORATE SERVICES LIMITEDP.O. BOX 309, UGLAND HOUSEGRAND CAYMAN, E9, KY1-1104
Edgar EIN
981292429
Edgar Recent Filings
D/A2017-05-12 · 0000947871-17-000362
D2016-05-12 · 0000947871-16-001157
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-12T19:27:38Z
Rdap Domain Last Changed
2025-06-13T08:02:19Z
Rdap Nameservers
Elsa.ns.cloudflare.comMiguel.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
Yes

People (14)

14
COHEN, JACOB, MARC
Executive Officer · 2.5%
4251775
GUTIERREZ, MIGUEL, ANGEL
Executive Officer · 2.5%
5315080
KRIN, VLADIMIR, NMN
Executive Officer · 2.5%
2360923
ROHATYN, NICOLAS, STREIT
Executive Officer · 2.5%
2229928
STEINBERG, BERNARD,
Executive Officer · 2.5%
4437054
CHUTE, ROBERTO
Executive Officer · 2.5%
6930124
CLARIDGE, MICHAEL,
Executive Officer · 2.5%
5771812
Clark, Colin, Douglas
Executive Officer · 2.5%
7530044
CONSING, CEZAR, PERALTA
Executive Officer · 2.5%
5509647
DE ANGELO, MICHAEL,
Executive Officer · 2.5%
4158721
HOLMES, PAUL, ANTHONY
Executive Officer · 2.5%
7185684
Kankainen, Erik
Executive Officer · 2.5%
7530077
RICHARDSON, MICHAEL,
Executive Officer · 2.5%
6035995
SOPHONPANICH, CHARTSIRI,
Executive Officer · 2.5%
5772202