TRM Advisors LP
SEC RegisteredTrust . Growth . Experience .
About the firm
TRM Equity is a private equity firm that makes control investments in middle-market industrial businesses with a history of profitability that are currently undergoing financial or operational stress. The firm's core team has worked and invested together for over 15 years, applying a consistent approach in targeted manufacturing industries. TRM Equity focuses on creative transaction structures including carve-outs, industry consolidations, family-owned businesses, bankruptcies/work-outs, and other special situations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Control investments in middle-market businesses, with an operationally intensive approach to transform underperforming companies; focuses on creative transaction structures including carve-outs of large multinational businesses, industry consolidations, family succession solutions, bankruptcies/work-outs, and other special situations.
Who they serve
Middle-market industrial businesses with revenues up to $300 million, $0 to $20M LTM EBITDA, and $30M to $200M EV, including distressed or underperforming companies, corporate carve-outs, family-owned businesses, and platforms for consolidation, generally headquartered in North America or Europe.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 1 | $144M |
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Initial closing through Fee Reduction Date | 2.50% |
| After Fee Reduction Date through Second Fee Reduction Date | 2.25% |
| Each successive annual period until 3 years after end of Fund term | 1.50% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TRM Advisors LP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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