Tremont Partners Inc (Rye)


Tremont Partners Inc is a large advisory firm based in Rye. It manages $553.5 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Delaware, Louisiana, New Hampshire, and 3 other states.

Tremont Partners provides managing the liquidation of proprietary pooled investment vehicles.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tremont Partners: assets under management

The assets under management (AUM) of Tremont Partners Inc is $553.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $553.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $23.06 million each.
Tremont Partners has custody of $553.5 million in cash and securities for 24 clients in total but doesn’t act as a qualified custodian.

Indirect Owners

The SEC currently registers 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Massachusetts Mutual Life Insurance Company Shareholder 1 Oct 1990 75% - 100% 2682
Massachusetts Mutual Life Insurance Company Shareholder 1 Dec 1990 75% - 100% 2682
Massmutual Holding Trust I Shareholder 1 Dec 1996 75% - 100% 04-3343737
Massmutual Holding Company Shareholder 1 Dec 1996 75% - 100% 04-2854319
Massmutual Holding Llc Shareholder 1 Dec 1996 75% - 100% 04-2854319
Oppenheimer Acquisition Corp. Shareholder 1 Oct 2001 75% - 100% 84-1149206

Based in Rye

The principal office where Tremont Partners Inc performs its advisory services is located at 555 Theodore Fremd Avenue, Rye, NY 10580, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 914-925-1140 or by fax 914-921-3499. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.tremontadvisers.com.