Transom Capital Group, Llc
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 11
- Avg AUM / client
- $153M
- Accounts
- 11
- Employees
- 27
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 11 | $1.7B | 100.0% |
Private funds (7)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $904M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Transom Capital Fund Iii, Lp | Private Equity Fund | Delaware | $500M | 39 |
| Transom Capital Fund Iv, L.P. | Private Equity Fund | Delaware | $294M | 32 |
| Transom Capital Fund Ii, Lp | Private Equity Fund | Delaware | $108M | 19 |
| Transom Capital Fund Ii (Parallel), Lp | Private Equity Fund | Delaware | $1.3M | 1 |
| Transom Angeleno Critigen Llc | Private Equity Fund | Delaware | $571K | 4 |
| Transom Bravo Holdings Llc | Private Equity Fund | Delaware | $91.6K | 10 |
| Transom One Holdings, Llc | Private Equity Fund | Delaware | $0 | 30 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Firtel, Kenneth, Brett | Managing Member | Dec 2007 (19y) | ≈ 14.06% – 50% via Transom Capital Holdings Llc | |
| Roenick, Russell, William | Managing Member | Dec 2007 (19y) | ≈ 14.06% – 50% via Transom Capital Holdings Llc | |
| Dastic, Nathan, Richard | Chief Compliance Officer | Mar 2017 (9y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Transom Capital Management, L.P. | Member | Jan 2019 | A | 75% or more |
| Transom Capital Holdings Llc | Member | Jan 2019 | B | ≈ 56.25% – 100% via Transom Capital Management, L.P. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Firtel, Kenneth, Brett: 25% – 50% of Transom Capital Holdings Llc × 75% – 100% of Transom Capital Management, L.P. × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Roenick, Russell, William: 25% – 50% of Transom Capital Holdings Llc × 75% – 100% of Transom Capital Management, L.P. × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Transom Capital Holdings Llc: 75% – 100% of Transom Capital Management, L.P. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (7, $904M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Transom Capital Fund Iii, Lp | Private Equity Fund | $500M | $500K | 39 |
| Transom Capital Fund Iv, L.P. | Private Equity Fund | $294M | $1.0M | 32 |
| Transom Capital Fund Ii, Lp | Private Equity Fund | $108M | $250K | 19 |
| Transom Capital Fund Ii (Parallel), Lp | Private Equity Fund | $1.3M | $250K | 1 |
| Transom Angeleno Critigen Llc | Private Equity Fund | $571K | $6.0M | 4 |
| Transom Bravo Holdings Llc | Private Equity Fund | $91.6K | $100K | 10 |
| Transom One Holdings, Llc | Private Equity Fund | $0 | $0 | 30 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/20/2026 | 3.38 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 20, 2026.
View current Form ADV (SEC/IAPD) ↗