Firm profile

TREMONT REALTY CAPITAL LLC

NEWTON, MACRD 283569Latest ADV December 3, 2025

Tremont Realty Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newton, MA. Its latest Form ADV filing, dated December 3, 2025, reports $763M in regulatory assets under management, 22 employees, 1 office, and 2 accounts.

Assets Under Management
$763M
Employees
22
Offices
1 office
Total Clients
<5
Primary office
NEWTON, MA
255 WASHINGTON STREET, SUITE 300, NEWTON, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOMatthew P. Jordan
CCOSigrid M. Usen
CFOMatthew Brown

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
2

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$763Mas of December 3, 2025
Discretionary100.0%
$763M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$763M
Total Accounts2
10Y AUM Change+$763M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees22
Clients per Employee0:1
10Y Employee Change+16 (+266.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.