Ranks #3,431 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$549.9M
Fund GAV
$10M
Private funds
2
Employees
4
Accounts
627
Location
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Trevian Wealth Management, LLC assets under management
Trevian Wealth Management, LLC is an SEC-registered investment adviser. The firm has been registered since 2021. It reports $549.9 million in regulatory assets under management and employs 4 people. Trevian Wealth Management, LLC manages 2 private funds with combined gross assets of $10 million, including York Real Estate Fund I, L.P. By regulatory assets, it ranks 3,431 of 5,911 private fund managers.
Does Trevian Wealth Management, LLC disclose fund performance?
Trevian Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.