Firm profile

TRGP INVESTMENT PARTNERS, LP

STAMFORD, CTCRD 305563Latest ADV March 27, 2026

Trgp Investment Partners, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Stamford, CT. Its latest Form ADV filing, dated March 27, 2026, reports $727M in regulatory assets under management, 16 employees, and 13 accounts.

Assets Under Management
$727M
Employees
16
Offices
--
Total Clients
12
Primary office
STAMFORD, CT
677 WASHINGTON BLVD, 8TH FLOOR, STAMFORD, CT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOMichael K. Rozen
CCOThomas N. Stamatelos
CFOThomas N. Stamatelos

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 17, 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%
12
Categories with <5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$727Mas of March 27, 2026
Discretionary99.6%
$724M
100% of total RAUM99.6%
Non-discretionary0.4%
$3M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

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

Total AUM$727M
Total Accounts13
10Y AUM Change+$553M (+319.4%)

Employee Growth by Quarter

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

Total Employees16
Clients per Employee1:1
10Y Employee Change+8 (+100.0%)

* 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.