{"url":"https://nivawealth.com/firms/tremont-realty-capital-283569","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/283569","regulatoryAum":763324546,"crd":"283569","history":[{"filedOn":"2021-03-17","regulatoryAum":292341569,"clients":2,"employees":20,"offices":1},{"filedOn":"2022-03-14","regulatoryAum":456279478,"clients":2,"employees":23,"offices":2},{"filedOn":"2022-12-19","regulatoryAum":775275594,"clients":2,"employees":34,"offices":2},{"filedOn":"2023-12-06","regulatoryAum":749984874,"clients":2,"employees":32,"offices":2},{"filedOn":"2025-04-29","regulatoryAum":751604093,"clients":3,"employees":32,"offices":2},{"filedOn":"2026-07-02","regulatoryAum":763324546,"clients":2,"employees":22,"offices":2}],"acquisitions":[{"date":"2021-01-06","datePrecision":"day","name":"RMR Advisors","crd":"123525","source":"adv_w","dealType":"acquisition","sellerAum":null,"sellerAumDate":null,"sourceUrl":"https://adviserinfo.sec.gov/firm/summary/123525"}],"secFileNumber":"801-107676","legalName":"Tremont Realty Capital LLC","displayName":"Tremont Realty Capital","slug":"tremont-realty-capital-283569","website":"https://tremontcapital.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/283569/ad738c6bd561f863-r1.webp","tone":"light","width":542,"height":200,"sourceUrl":"https://www.tremontcapital.com","sourceLabel":"Tremont Realty Capital LLC, website"},"classification":{"segment":"private_funds","segmentLabel":"Private funds","type":"private_fund_manager","typeLabel":null,"feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/tremont-realty-capital-llc","founded":null,"organization":"Maryland limited liability company","fiscalYearEnd":"September","headquarters":{"street":"255 Washington Street, Suite 300","city":"Newton","state":"MA","stateName":"Massachusetts","country":"United States","postalCode":"02458-1634"},"tradeNames":["Tremont Realty Capital"],"registration":{"secApproved":"12 April 2016","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":22,"advisory":18,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":763324546,"discretionary":763324546,"discretionaryAccounts":2,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Pooled investment vehicles","clients":2,"regulatoryAum":763324546}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Tremont Realty Capital has custody of $701M in client assets for 1 client.","otherCustodians":[],"leadership":[{"name":"Matthew Jordan","title":"Director, President & Chief Executive Officer","crd":"5697934"},{"name":"Jennifer Clark","title":"Director, Executive Vice President, General Counsel & Secretary","crd":"4729261"},{"name":"Lindsey Getz","title":"Executive Vice President, General Counsel & Secretary","crd":"8307932"},{"name":"Thomas Lorenzini","title":"Senior Vice President","crd":"6029993"},{"name":"Matthew Brown","title":"Chief Financial Officer & Treasurer","crd":"8057157"},{"name":"Steven Lapkoff","title":"Chief Compliance Officer","crd":"7714711"},{"name":"Adam Portnoy","title":"Director","crd":"2404829"}],"ownership":[{"label":"The RMR Group LLC","detail":"Sole member in the 75% or more ownership band and a control person, since March 2016."},{"label":"The RMR Group Inc.","detail":"Indirect owner: a class b managing member & class a member of The RMR Group LLC in the 50% to 75% band and a control person, since June 2015.","parent":"The RMR Group LLC"},{"label":"Abp Trust","detail":"Indirect owner: a class a member of The RMR Group LLC in the 25% to 50% band, since June 2015.","parent":"The RMR Group LLC"},{"label":"Adam Portnoy","detail":"Indirect owner: a trustee & owner of Abp Trust in the 75% or more band and a control person, since June 2015.","parent":"Abp Trust"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Illinois","offices":1,"addresses":[{"street":"150 N. Wacker Drive","city":"Chicago"}]},{"state":"Massachusetts","offices":1,"addresses":[{"street":"255 Washington Street, Suite 300","city":"Newton","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"617-867-0700","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["Performance-based fees","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)"],"financialPlanningClients":null,"assetMix":[],"privateFunds":0},"sources":{"adv1FilingDate":"2 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/283569/PDF/283569.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Tremont Realty Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Tremont Realty Capital offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Tremont Realty Capital have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Tremont Realty Capital?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Tremont Realty Capital get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Tremont Realty Capital?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 2 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}