SourcingSourcing

TREMONT REALTY CAPITAL LLC

C23
CRD 283569·SEC 801-107676·NEWTON, MA
AUM
$763.3M
$500M-$1B
Est. Revenue
$7.6M
@ 1% on AUM
Est. EBITDA
$2.3M
@ 30% margin
Est. Deal Value
$18.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TREMONT REALTY CAPITAL LLC
CRD
283569
SEC file #
801-107676
EIN
—
DBA names
—

Economics

AUM
$763.3M
AUM band
$500M-$1B
AUM trajectory
'20'26
$219.5M → $763.3M▲ +248%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
22
Advisory staff (per ADV)
18
Advisory staff (5-yr trend)
'20'26
7 advisors → 18 advisors▲ +157%
Primary office
NEWTON MA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
12/03/2025
ADV-W filed at
—
Website
linkedin.com/company/tremont-realty-capital-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE RMR GROUP LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
7
Control Persons
THE RMR GROUP LLC
Brown, Matthew
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
fallback_guess:tremontrealty.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4606
Soi Zip Pct 200k Plus
0.2581
Soi Zip Returns 200k Plus
1,670
Soi Zip Total AGI
1,767,826
Fdic Zip Total Deposits
6,245,751,000
Fdic Zip Branch Count
61
Fdic Zip Top Banks
The Village Bank
Santander Bank, N.A.

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

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
State Street2
Fdic Zip Branches Raw
BankBoston, National AssociationNewton, CT
Newton South Co-operative BankNewton, MA
Fdic Zip HHI
2694.33
Fdic Zip Top Bank Share Pct
44.93
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI13,057
Returns1,270
Stub 2
AGI29,504
Returns780
Stub 3
AGI50,697
Returns820
Soi Zip Total Business Income
66,833
Soi Zip Total Cap Gains
282,989
Soi Zip Total Dividends
90,015
Soi Zip Total Returns
6,470
Trust Company Affiliate
No

People (6)

6
Brown, Matthew
Executive Officer · 2.5%
8057157
CLARK, JENNIFER, BABBIN
Executive Officer · 2.5%
4729261
JORDAN, MATTHEW, PAUL
Executive Officer · 2.5%
5697934
LORENZINI, THOMAS, JOSEPH
Executive Officer · 2.5%
6029993
PORTNOY, ADAM, DAVID
Executive Officer · 2.5%
2404829
USEN, SIGRID, MENDEL
Executive Officer · 2.5%
7837476