Transportation Resource Partners Iii

Transportation Resource Advisors III, LLC is a registered investment adviser specializing in providing investment advisory services to a private equity fund, Transportation Resource Partners III, LP, focusing on portfolio companies in the transportation industry. Established in 2008, the firm's ownership structure includes PCP Holdings, Inc., James A. Hislop, and David R. Mitchell. The firm's assets under management as of December 31, 2021, totaled $42,240,153, with a 2.0% management fee charged to the Fund. The firm's investment advisory services are tailored to the specific needs of the Fund, focusing on sourcing, analyzing, and structuring potential investments, as well as monitoring portfolio company performance. The firm's investment process includes deal sourcing, due diligence, active monitoring, and execution of exit strategies. Clients should be aware that investing with the firm involves a substantial risk of loss, as investments may be illiquid and long-term. The firm operates under a fiduciary duty and has policies in place to ensure fair treatment of all clients. The firm does not engage in wrap fee programs and has discretion over investment decisions within the terms outlined in the Partnership Agreement. Clients receive quarterly portfolio updates and financial statements, with audited financial statements provided annually. The firm maintains custody of client assets with a qualified custodian, The Huntington National Bank.