SourcingSourcing

TRP CAPITAL ADVISORS, LLC

C44
CRD 281098·SEC 801-106878·BIRMINGHAM, MI
AUM
$82.5M
$25M-$100M
Est. Revenue
$825K
@ 1% on AUM
Est. EBITDA
$247K
@ 30% margin
Est. Deal Value
$2.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRP CAPITAL ADVISORS, LLC
CRD
281098
SEC file #
801-106878
EIN
—
DBA names
—

Economics

AUM
$82.5M
AUM band
$25M-$100M
AUM trajectory
'20'26
$222.1M → $82.5M▼ -63%
Client mix
Pooled Investment Vehicles7

Operations

Employees (total)
11
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
7 advisors → 9 advisors▲ +29%
Primary office
BIRMINGHAM MI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Performance-based feesOther Compensation

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
linkedin.com/company/trp-capital-partners/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MITCHELL, DAVID, ROY
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
MITCHELL, DAVID, ROY
CARREL, STEVEN, GREG
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:trp.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6027558
Trust Company Affiliate
No

People (4)

4
MITCHELL, DAVID, ROY
Direct Owner · 62.5%
6027558
CARREL, STEVEN, GREG
Direct Owner · 17.5%
2777677
DIRIENZO, MICHAEL, ANGELO
Direct Owner · 17.5%
4425805
SUPINA, KAREN, ANN
Executive Officer · 2.5%
6027559