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TRGP INVESTMENT PARTNERS, LP

CRD 305563File 801-117975
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$726.8M
Above cohort median (national)
Discretionary AUM
$723.7M
Non-discretionary $3.1M
Clients
12
13 accounts
Employees
16
Below cohort median in CT

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
BRO
Registration date
Jan 17, 2020
Principal office
677 WASHINGTON BLVD, 8TH FLOOR, STAMFORD, CT, 06901
Phone
212-527-9600

Assets & accounts

ADV Item 5F
Total regulatory AUM
$726.8M
Discretionary AUM
$723.7M
Non-discretionary AUM
$3.1M
Discretionary accounts
12
Non-discretionary accounts
1
Total accounts
13
AUM per client
$60.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other investment advisersFewer than 5$3.1M
Pooled investment vehicles12$723.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described) — REALIZATION WATERFALL
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees1816decreased by2
Apr 1, 2026Clients1012increased by2
Apr 1, 2026AUM$471,280,665$726,773,260increased by$255,492,595
Apr 1, 2026Accounts1113increased by2
May 1, 2025
vs Oct 1, 2022
Employees1218increased by6
May 1, 2025
vs Oct 1, 2022
Clients410increased by6
May 1, 2025
vs Oct 1, 2022
AUM$323,101,895$471,280,665increased by$148,178,770
May 1, 2025
vs Oct 1, 2022
Accounts411increased by7
Apr 1, 2022Clients54decreased by1
Apr 1, 2022AUM$332,491,323$323,101,895decreased by$9,389,428
Apr 1, 2022Accounts54decreased by1
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “TRGP INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TRGP INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.