This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=0.8 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$166MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$166M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

8

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

7

Private funds

3Schedule D 7.B(1)

Custody, client assets

$150M

SEC number

801-76729

CRD

164268

Filings on the tape

21

First filed

May 21, 2012

Latest filed

Mar 27, 2026

Organised

Limited Liability Company, NY

Website

trcmllc.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f474d8d0-2240-07a1-e86b-80ebb402cae0

First observed

May 21, 2012

Last observed

Mar 27, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.