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TRANSOM CAPITAL GROUP

EL SEGUNDO, CA · CRD 170459 · IAPD ↗ · transomcap.com · (424) 832-7299

$1.68BRegulatory AUM
21Advisory reps
27Employees
0Clients
n/aPlanning clients
11Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2025 — TRANSOM CAPITAL GROUP crossed $1B in regulatory AUM ($903.6M -> $1.51B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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