SourcingSourcing

TRGP INVESTMENT PARTNERS, LP

C29
CRD 305563·SEC 801-117975·STAMFORD, CT
AUM
$726.8M
$500M-$1B
Est. Revenue
$7.3M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$17.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRGP INVESTMENT PARTNERS, LP
CRD
305563
SEC file #
801-117975
EIN
—
DBA names
—

Economics

AUM
$726.8M
AUM band
$500M-$1B
AUM trajectory
'21'26
$173.3M → $726.8M▲ +319%
Client mix
Pooled Investment Vehicles12

Operations

Employees (total)
16
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'21'26
6 advisors → 13 advisors▲ +117%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
trgpcap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Murphy, William, H
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
Murphy, William, H
Rozen, Michael, Keith
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
ok
Rdap Domain
TRGPCAP.COM
Rdap Domain Creation Date
2016-02-03T14:28:09Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

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 (14)

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
Morgan Stanley6
E*trade4
Jpmorgan2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-03T14:28:09Z
Rdap Domain Last Changed
2025-02-04T16:32:41Z
Rdap Nameservers
Ns43.domaincontrol.comNs44.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7210518
Trust Company Affiliate
No

People (3)

3
Murphy, William, H
Direct Owner · 62.5%
7210518
Rozen, Michael, Keith
Direct Owner · 62.5%
6715194
STAMATELOS, THOMAS, NMN
Executive Officer · 2.5%
5073252