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Trellus Management Company, LLC

● SEC registered since 2026CRD 137537SEC# 801-136381Delray Beach, FL
Export (members)
Ranks #5,120 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$156.3M
Fund GAV
$156.3M
Private funds
2
Employees
5
Accounts
2
Location
Delray Beach, FL

Trellus Management Company, LLC assets under management

Trellus Management Company, LLC is an investment advisory firm registered with the SEC based in Delray Beach, FL. The firm has been registered since 2026. It reports $156.3 million in regulatory assets under management and employs 5 people. Trellus Management Company, LLC manages 2 private funds with combined gross assets of $156.3 million, including Trellus Partners, L.P. By regulatory assets, it ranks 5,120 of 5,911 private fund managers.

Trellus Management Company, LLC private funds

2 funds · $156.3M GAV
FundTypeGross assetsMin.
Trellus Partners, L.P.Hedge$112.9M$5M
Trellus Small Cap Opportunity Fund, L.P.Hedge$43.4M$2M

Trellus Management Company, LLC owners & executives

2 reported
NameTitleOwnershipSince
Adam Nmn Usdan ControlPresident, Portfolio Manager And Managing MemberOver 75%1994
James Lee ScaplenChief Financial Officer & Chief Compliance OfficerUnder 5%2012

Frequently asked questions

How much does Trellus Management Company, LLC manage?

Trellus Management Company, LLC reports $156.3 million in regulatory assets under management on its Form ADV.

How many private funds does Trellus Management Company, LLC manage?

Trellus Management Company, LLC manages 2 private funds with combined gross assets of $156.3 million.

How many employees does Trellus Management Company, LLC have?

Trellus Management Company, LLC reports 5 employees.

Where is Trellus Management Company, LLC located?

Trellus Management Company, LLC is based in Delray Beach, FL and has been SEC-registered since 2026.

Does Trellus Management Company, LLC disclose fund performance?

Trellus Management Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1615 S. Congress Avenue, Suite 103, Delray Beach, FL 33445
Phone646-561-2620
Fax646-561-2620
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$156.3M
Non-discretionary$0
Total (RAUM)$156.3M

Service providers

Prime broker