TRG CAPITAL MANAGEMENT, INC.
  • TRG CAPITAL MANAGEMENT, INC.
  • TRG CAPITAL MANAGEMENT
  • TRG CAPITAL MANAGEMENT INCORPORATED

Adviser Profile

As of Date 07/25/2026
Registration status Registration Changed to TRG CAPITAL MANAGEMENT INCORPORATED
ADV Location RALEIGH, NC, United States
Contact Info 919 xxxxxxx
Websites
AUM* 118,233,904 22%
of that, discretionary 118,233,904 27%
Number of Employees 5 -17%
of those in investment advisory functions 4 -20%
Private Fund GAV* 0 -100%
Avg Account Size 304,727 11%
% High Net Worth 36.64% 10%
SMA’s No
Private Funds 0 1

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Performance-based fees

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name SPICER JEFFRIES LLP Filing Date10/09/2025 Form ADV-E View Report
Accounting Firm Name SPICER JEFFRIES LLP Filing Date09/10/2024 Form ADV-E View Report
Accounting Firm Name SPICER JEFFRIES LLP Filing Date09/19/2023 Form ADV-E View Report
Accounting Firm Name SPICER JEFFRIES LLP Filing Date09/08/2023 Form ADV-E View Report