Allocator Index · CRD 174412

TREVIAN WEALTH MANAGEMENT, LLC

· 847-347-3000 · trevianwealth.com/

SEC IAPD record ↗

Fit score

94

  • real_estate_fund+40
  • aum $250M-$3.0B+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

81

Other individuals

15

HNW assets

$500.0M

Total AUM

$615.5M

Employees

4

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
YORK REAL ESTATE FUND I, L.P.Real Estate Fund$7.0M
TREVIAN VENTURES I LLCVenture Capital Fund$4.8M