Tremont Realty Capital provides portfolio management for pooled vehicles.
Tremont Realty Capital reports 2 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($763M across 2 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 2 | $763M | 100.0% | $382M |
| Total | 2 | $763M | 100% | $382M |
- Clients
- 2
- Regulatory AUM
- $763M
- AUM share
- 100.0%
- Avg. per client
- $382M
Total
- Clients
- 2
- Regulatory AUM
- $763M
- AUM share
- 100%
- Avg. per client
- $382M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Tremont Realty Capital is paid through performance-based fees and other compensation; its fees and minimums are set out in its brochures on the SEC website.
The RMR Group LLC owns 75% or more of Tremont Realty Capital and is in turn owned by The RMR Group Inc. (50–75%) and Abp Trust (25–50%). Matthew Jordan is CEO; the leadership team includes President Jennifer Clark, Chief Financial Officer Matthew Brown and Chief Compliance Officer Steven Lapkoff. It has 22 employees, 18 of them in advisory roles.
Leadership
- Matthew JordanDirector, President & Chief Executive Officer
- Jennifer ClarkDirector, Executive Vice President, General Counsel & Secretary
- Lindsey GetzExecutive Vice President, General Counsel & Secretary
- Thomas LorenziniSenior Vice President
- Matthew BrownChief Financial Officer & Treasurer
- Steven LapkoffChief Compliance Officer
- Adam PortnoyDirector
Staff
- 22 employees
- 18 in advisory functions
- Owns 75% or more of Tremont Realty Capital LLC
The RMR Group LLC
Control person · since March 2016
- Owns 50% to 75% of The RMR Group LLC
The RMR Group Inc.
Control person · since June 2015
- Owns 25% to 50% of The RMR Group LLC
Abp Trust
since June 2015
- Owns 75% or more of Abp Trust
Adam Portnoy
Control person · since June 2015
Tremont Realty Capital’s regulatory assets grew 2.6× from $292M (March 2021) to $763M (July 2026); clients were 2 in both filings and employees rose from 20 to 22. In 2021, RMR Advisors joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $763M | 2 | 22 | 2 |
| April 2025 | $752M | 3 | 32 | 2 |
| December 2023 | $750M | 2 | 32 | 2 |
| December 2022 | $775M | 2 | 34 | 2 |
| March 2022 | $456M | 2 | 23 | 2 |
| March 2021 | $292M | 2 | 20 | 1 |
Firms that joined
20211 joined
- RMR AdvisorsNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Tremont Realty Capital has 1 office, with 2 listed addresses in Illinois and Massachusetts.
Illinois · 1 listed address
- 150 N. Wacker Drive, Chicago
Massachusetts · 1 listed address
- 255 Washington Street, Suite 300, NewtonHQ
Other business names
Tremont Realty Capital has reported 1 other business name to the SEC.
- Tremont Realty Capital
Contact and registration details
- Legal name
- Tremont Realty Capital LLC
- Headquarters
- 255 Washington Street, Suite 300, Newton, MA 02458-1634
- Website
- tremontcapital.com
- Phone
- 617-867-0700
- @tremont-realty-capital-llc
- SEC file
- 801-107676
- Structure
- Maryland LLC
- Fiscal year end
- September
Tremont Realty Capital has custody of $701M in client assets for 1 client.
How many clients does Tremont Realty Capital have?
Tremont Realty Capital has 2 clients and manages $763 million for them, as of July 2026. They include 2 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 July 2026
What services does Tremont Realty Capital offer?
Tremont Realty Capital provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Tremont Realty Capital have?
Tremont Realty Capital has 0 investment adviser representatives registered with state securities authorities, out of 22 employees, and 18 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Tremont Realty Capital?
Tremont Realty Capital is owned through a chain of holding companies by the RMR Group Inc. and Adam Portnoy. Its direct owner is the RMR Group LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 2 July 2026
How does Tremont Realty Capital get paid?
Tremont Realty Capital is paid through performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Tremont Realty Capital?
Tremont Realty Capital’s main office is at 255 Washington Street, Suite 300, Newton, MA 02458-1634. Its phone number is 617-867-0700. Its website is tremontcapital.com.