Managers/Venture/Trevian Wealth Management

Trevian Wealth Management

Trevian Wealth Management is a venture manager. It is registered with the SEC as an investment adviser with $615.5M in regulatory assets and 4 staff.

Funds on file
0
Raised, all funds
None yet
Regulatory assets
$615.5M
Staff
4
Pension investors
None found
See the adviser's own filing →

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$615.5M
Employees4
Clients81 wealthy individuals, 46 companies, 22 pension plans, 15 individuals and 2 private funds.
Control personsPhilip, A Swisher.
Private funds2 private funds holding $5.5M in gross assets.

Private funds it reports

FundTypeGross assets
York Real Estate Fund I Real estate $3M
Trevian Ventures I Venture $2.4M