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TR CAPITAL MANAGEMENT, LLC

ROCKVILLE CENTRE, NY · CRD 164268 · IAPD ↗ · trcmllc.com · 5162551801

$166.3MRegulatory AUM
2Advisory reps
8Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2024 — TR CAPITAL MANAGEMENT, LLC reported RAUM up 32% ($100.8M -> $133.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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