What We Do
A firm dedicated to helping established boutique and start-up asset managers navigate critical inflection points and achieve immediate, sustainable growth.

Evaluation
TRG 5x Readiness Audit: A comprehensive assessment of your firm's readiness to scale and succeed.

Strategy Development & Prioritization
Align business strategy with your team, resources, and technology for maximum impact.

Implementation
Hands-on collaboration in operations and distribution to execute strategy effectively.

Review
Benchmark results against industry standards to ensure continuous improvement.

Advisory
Long-term strategic guidance as a member of your Advisory Board, tailored to your evolving needs.
What set's us apart
is not what we do,
but how we do it.
- Embedded Expertise: Our team works within your organization to deeply understand challenges and opportunities, ensuring practical, actionable solutions.
- Uninterrupted Focus: We deliver results without disrupting your team's daily operations, providing targeted support that enhances productivity and outcomes.
- Client Centric Partnership: TRG operates discreetly and exclusively for your success. We're not here to promote ourselves—we're here to help you achieve exceptional results for your investors and drive sustainable AUM growth.
- Broad Mandates: Active Equities, FinTech, Global Infrastructure, GP Stakes, Hedge Funds, Multi-Asset Strategies, Private Equity, Quantitative Equities, SaaS, Structured Credit, and Venture Capital.
What sets us apart?
Embedded Expertise
Our team works within your organization to deeply understand challenges and opportunities, ensuring practical, actionable solutions.
Uninterrupted Focus
We deliver results without disrupting your team's daily operations, providing targeted support that enhances productivity and outcomes.
Client-Centric Partnership
TRG operates discreetly and exclusively for your success. We're not here to promote ourselves—we're here to help you achieve exceptional results for your investors and drive sustainable AUM growth.
Broad Mandates
Active Equities, FinTech, Global Infrastructure, GP Stakes, Hedge Funds, Multi-Asset Strategies, Private Equity, Quantitative Equities, SaaS, Structured Credit, and Venture Capital.
Services
What we do
We work with your team to analyze the current competitive landscape, determine the organization’s readiness to achieve business goals, and implement programs that will drive profitability and create a purposeful and collaborative culture.
Optimal asset management is based on 5 Key Areas:
TRG’s Success Path to Profitable Growth:
Stage 1
The 5x Strategy Readiness Audit
We develop and confirm a mutual understanding of the current operating environment through our 5x Strategy Readiness Audit:
1
Business Strategy
- Value proposition and branding
- Culture and clarity of expectations
- Stakeholder mapping
2
People Strategy
- Business needs vs client experience
- People, positions and priorities for talent optimization
- Transition to close performance gaps for teams and leaders
3
Product Strategy
- Why and how do we create differentiation
- Evaluation of product effectiveness
- Assess product-market fit
4
Sales & Marketing Strategy
- Win/loss diagnostics
- Target markets and territory management
- Sales Team effectiveness
5
Operational Strategy
- Technology to measure and report progress
- Reporting and the client experience
- Due diligence process and results
Strategy Identification & Prioritization
Based on the results of the 5x Readiness Audit, we meet with key stakeholders to identify, refine and prioritize the strategic actions that will achieve the profitable growth goals.
Stage 2
Stage 3
Strategy Design & Build
With the key components identified, we move to building out the detailed implementation plan, seek feedback and confirm approvals.
Implementation
Now that the business needs are aligned to your people strategy, stay focused on consensus goals with a transparent reward system to incentivize ideal behaviors.
Stage 4
Stage 5
Implementation Optimization
Diagnose progress and optimize as needed.

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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s ...

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s ...