The TRB WEALTH MANAGEMENT is a privately held investment adviser that advises $3.74Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. TRB WEALTH MANAGEMENT is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 1,970.46% over the last 5-years.
The Group has been registered with the SEC for 6.02 years and is comprised of 1 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at 9821 KATY FREEWAY, SUITE 110, HOUSTON, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 15 employees comprised of 13 investment and 2 non-investment staff. The total number of Employees increased by 114.29% over the last 5-years.
Their $3.74Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 95 other accounts. Assets of Government Entities and Pension Plans clients own $2.33Bn or 62.35% of Total Assets and Corporations or Other Businesses own $659.52mn or 17.64% of Total Assets.
The Group's top investment strategies include Real Estate, representing 100% of total assets, respectively.
They advise 7 types of clients, top clients are Government Entities and Pension Plans and Corporations or Other Businesses.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
TRB WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.