Treo Asset Management, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 164982
- Registered since
- August 4, 2022
- Website
- www.treoam.com
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Treo Asset Management, LLC is an LLC registered with the SEC in 2022 that operates as a multifaceted fund manager focused on pooled investment vehicles. The firm identifies its core activities as portfolio management for pooled vehicles and acts in sponsor/GP and managing-member roles for those vehicles. Its client base is institutional, and it charges a mix of percentage-of-AUM fees, fixed fees, and other fee arrangements. Treo does not self-identify as an active ESG investor and is not positioned as a multi-state adviser or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Gavin Farrell
Chief Operations OfficerCRD 6370364
Finbarr O'connor
CIO and Founding PartnerCRD 7590016
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 6 E 45th St
- Time zone
- ET (UTC-5)
- Office locations
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