The TREVIAN WEALTH MANAGEMENT is a privately held investment adviser that advises $615.52mn in regulatory assets under management held in 2 SEC fund types across 2 investment strategies. TREVIAN WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 288.4% over the last 5-years.
The Group has been registered with the SEC for 5.25 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location Out of Private Residence. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 4 employees comprised of 2 investment and 2 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $615.52mn in assets advised are owned by 2 private funds, 0 public funds and BDCs and 68 other accounts. Assets of High Net Worth Individuals clients own $500mn or 81.23% of Total Assets and Corporations or Other Businesses own $92.74mn or 15.07% of Total Assets.
The Group's top investment strategies include Real Estate and Early Stage, representing 59.05% and 40.95% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Corporations or Other Businesses.
The Group uses 1 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $4.83mn in assets.
The Group discloses fixed fees and management fees.
TREVIAN 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.