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TRG MANAGEMENT LP

NEW YORK, NY · CRD 138083 · IAPD ↗ · rohatyngroup.com · 212-984-2900

$6.72BRegulatory AUM
54Advisory reps
102Employees
0Clients
0Planning clients
27Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — TRG MANAGEMENT LP shrank from 74 to 54 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2025 — TRG MANAGEMENT LP shrank from 82 to 74 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2024 — TRG MANAGEMENT LP added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
April 2024 — TRG MANAGEMENT LP reported RAUM up 33% ($6.38B -> $8.45B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — TRG MANAGEMENT LP grew from 62 to 82 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.