TRELLISENT INVESTMENTS

Overview

Trellisent Investments is a small, independent registered investment adviser organized as a limited partnership that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm charges clients a percentage-of-AUM advisory fee and manages client assets on a discretionary basis. Its investment work centers on conventional public funds and mutual funds as the primary vehicle for client portfolios, with a smaller allocation to real estate through third‑party alternative managers. Trellisent does not identify itself as an active ESG investor and is positioned to serve a concentrated client base rather than a broad institutional roster.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices