SourcingSourcing

TRP CAPITAL ADVISORS V, LLC

C24
CRD 306604·SEC 801-118481·BIRMINGHAM, MI
AUM
$691.0M
$500M-$1B
Est. Revenue
$6.9M
@ 1% on AUM
Est. EBITDA
$2.1M
@ 30% margin
Est. Deal Value
$16.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TRP CAPITAL ADVISORS V, LLC
CRD
306604
SEC file #
801-118481
EIN
—
DBA names
—

Economics

AUM
$691.0M
AUM band
$500M-$1B
AUM trajectory
'21'26
$124.8M → $691.0M▲ +454%
Client mix
Pooled Investment Vehicles14

Operations

Employees (total)
11
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'21'26
8 advisors → 9 advisors▲ +13%
Primary office
BIRMINGHAM MI
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/30/2026
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
CARREL, STEVEN, GREG
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
CARREL, STEVEN, GREG
DIRIENZO, MICHAEL, ANGELO
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:trpv.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
2777677
Trust Company Affiliate
No

People (4)

4
CARREL, STEVEN, GREG
Direct Owner · 37.5%
2777677
DIRIENZO, MICHAEL, ANGELO
Direct Owner · 37.5%
4425805
MITCHELL, DAVID, ROY
Direct Owner · 37.5%
6027558
SUPINA, KAREN, ANN
Executive Officer · 2.5%
6027559