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Adviser Profile

As of Date 04/23/2024
Adviser Type - Large advisory firm
Number of Employees 17 6.25%
of those in investment advisory functions 14 7.69%
Registration SEC, Approved, 1/17/2020
AUM* 423,134,215 11.08%
of that, discretionary 423,134,215 11.08%
Private Fund GAV* 423,134,215 11.08%
Avg Account Size 60,447,745 -4.79%
SMA’s No
Private Funds 7 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
381M 327M 272M 218M 163M 109M 54M
2019 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count7 GAV$423,134,215

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Brochure Summary

Overview

TRGP Investment Partners, LP, a Delaware limited liability company, with its principal place of business in Stamford, Connecticut commenced operations as an investment adviser in August 2019 and its relying adviser, TRGP Capital Management, LLC (together with TRGP Investment Partners, LP, the “Adviser” or “TRGP”) commenced operations in November 2014. TRGP is ultimately owned and controlled by Michael Rozen, and William “Hassan” Murphy, (the “Principals”). TRGP provides discretionary investment advisory services to its advisory clients which include private investment funds and pooled investment vehicles (each a “Fund” or “Client” or collectively, the “Funds” or “Clients”). TRGP tailors its advisory services to the specified investment mandates of its Clients, consistent with the applicable Clients’ governing documents, which at times include, among other things, a private placement memorandum, limited partnership agreement, management or investment advisory agreement, and/or subscription agreement (individually and collectively, the “Governing Documents”) applicable to each Client. Any investor or prospective investor in the Funds (an “Investor”) should closely review the applicable Governing Documents with
respect to, among other things, the terms, conditions, and risks of investing in a Fund. The Adviser provides, through its Clients, financing to corporations, individuals, law firms, and governmental entities to support litigation worldwide. The Adviser primarily makes recommendations to its Clients to invest directly and indirectly in a wide variety of litigation and arbitration cases, claims and disputes (collectively, “Claims”) both in the United States and elsewhere. The Adviser conducts rigorous evaluation and extensive due diligence on every litigation asset it considers for Clients. If a potential investment appears to fit the desired profile, TRGP then subjects that potential investment to a detailed process. The process typically includes: legal analysis, outside expert review, structuring and underwriting, negotiation of deal terms, unanimous investment committee approval, and final executed contracts. This process does not always proceed in a linear, seriatim fashion, but all steps in the process are generally undertaken prior to finalizing an investment. As of December 31, 2023, TRGP manages approximately $423,134,215 in regulatory assets under management, all on a discretionary basis.