Tremont Realty Advisors is an investment advisor in Newton with $775.28 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
SEC advisor number
801-107676
FINRA CRD number
283569
AUM ?
$775.28 mm
(as of 19 Dec 22)
Accounts
2
(as of 19 Dec 22)
Employees
34
(23 investment advisory or research)
Address
Tremont Realty Advisors
TWO NEWTON PLACE, 255 WASHINGTON STREET
SUITE 300
NEWTON
MA 02458-1634
TWO NEWTON PLACE, 255 WASHINGTON STREET
SUITE 300
NEWTON
MA 02458-1634
Office hours
Monday - Friday, 9:00AM - 5:00PM
Phone
617-332-9530
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Clark, Jennifer, Babbin | Director, Executive Vice President, General Counsel & Secretary | 03/2016 | < 5% |
Jordan, Matthew, Paul | Director, President & Chief Executive Officer | 01/2021 | < 5% |
Portnoy, Adam, David | Director | 03/2016 | < 5% |
Larkin, Vern, David | Chief Compliance Officer & Director of Internal Audit | 03/2016 | < 5% |
the RMR Group LLC | Sole Member | 03/2016 | > 75% |
the RMR Group Inc. | Class B Managing Member & Class a Member | 06/2015 | 50-75% |
Abp Trust | Class a Member | 06/2015 | 25-50% |
Portnoy, Adam, David | Trustee & Owner | 06/2015 | > 75% |
Lorenzini, Thomas, Joseph | Senior Vice President | 10/2021 | < 5% |
Sy, Tiffany, Renae | Vice President, Treasurer & Chief Financial Officer | 10/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
SC 13D/A
Seven Hills Realty Trust
12 May 22
3
Seven Hills Realty Trust
12 May 22
4
Tremont Mortgage Trust
4 Oct 21
SC 13D/A
Tremont Mortgage Trust
29 Apr 21
SC 13D/A
Tremont Mortgage Trust
23 May 19
4
Tremont Mortgage Trust
22 May 19
4
Tremont Mortgage Trust
19 Sep 17
SC 13D
Tremont Mortgage Trust
19 Sep 17
3
Tremont Mortgage Trust
13 Sep 17