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CRD 283569
NEWTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| TREMONT SUBORDINATED LOAN FUND I LIMITED PARTNERSHIP | Real Estate Fund | $2.5M | Dec 13, 2019 | 2 | Feb 23, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CLARK, JENNIFER, BABBIN | DIRECTOR, EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL & SECRETARY | Na | yes | 03/2016 | Apr 5, 2016 | Dec 6, 2024 |
| DIAZ, FERNANDO | VICE PRESIDENT, TREASURER AND CHIEF FINANCIAL OFFICER | Na | yes | 10/2023 | Dec 6, 2023 | Dec 6, 2024 |
| JORDAN, MATTHEW, PAUL | DIRECTOR, PRESIDENT & CHIEF EXECUTIVE OFFICER | Na | yes | 01/2021 | Dec 22, 2017 | Dec 6, 2024 |
| LORENZINI, THOMAS, JOSEPH | SENIOR VICE PRESIDENT | Na | yes | 10/2021 | Nov 1, 2021 | Dec 6, 2024 |
| PORTNOY, ADAM, DAVID | Director | Na | yes | 03/2016 | Apr 5, 2016 | Dec 6, 2024 |
| PORTNOY, ADAM, DAVID | TRUSTEE & OWNER | E | yes | 06/2015 | Apr 5, 2016 | Dec 6, 2024 |
| THE RMR GROUP INC. | CLASS B MANAGING MEMBER & CLASS A MEMBER | D | yes | 06/2015 | Apr 5, 2016 | Dec 6, 2024 |
| THE RMR GROUP LLC | SOLE MEMBER | E | yes | 03/2016 | Apr 5, 2016 | Dec 6, 2024 |
| USEN, SIGRID, MENDEL | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2024 | Dec 6, 2023 | Dec 6, 2024 |
| ABP TRUST | CLASS A MEMBER | C | no | 06/2015 | Apr 5, 2016 | Dec 6, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ABP TRUST | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Chicago | IL | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Apr 29, 2025 | $752M | $752M | 32 | 18 | 1 | n/a | n/a |
| 2023 | Dec 6, 2023 | $750M | $750M | 32 | 24 | 1 | n/a | n/a |
| 2022 | Dec 19, 2022 | $775M | $775M | 34 | 23 | 1 | n/a | n/a |
| 2021 | Dec 10, 2021 | $456M | $456M | 23 | 17 | 1 | n/a | n/a |
| 2020 | Dec 18, 2020 | $292M | $292M | 20 | 9 | 0 | n/a | n/a |
| 2019 | Dec 13, 2019 | $219M | $219M | 18 | 7 | 0 | 1 | $2.5M |
| 2018 | Dec 13, 2018 | $140M | $114M | 18 | 7 | 0 | 1 | $2.6M |
| 2017 | Dec 22, 2017 | $252M | $196M | 20 | 9 | 0 | 1 | $134M |
| 2016 | Nov 11, 2016 | $192M | $143M | 9 | 5 | n/a | 1 | $143M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $763M | $750M | 1.8% | $456M | 18.7% | 22 | 32 | 1 | 1 |