TREO VENTURES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
RENO, Nevada
CRD number
299417
Registered since
November 6, 2018

Firm profile

FINTRX

Overview

Treo Ventures, LLC is an LLC-style investment manager that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm has been SEC-registered since 2018 and is listed under an individual owner structure. Filings identify Treo Ventures as the managing member or GP of venture capital funds rather than a traditional retail investment adviser: it is not designated as an active ESG investor, is not a multi-state adviser, and does not report a retail client base. The firm’s activity centers on venture-style private capital commitments. As sponsor and GP, Treo Ventures is responsible for fund formation, capital calls, portfolio construction and oversight, and exit execution for its funds. That placement in the private fund ecosystem means its principal relationship is with limited partners and investors in those pooled vehicles, rather than with individual advisory accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • MUDIT JAIN

    Founder and General PartnerCRD 6049098

  • BRAD VALE

    Founder and General PartnerCRD 7040220

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RENO, NV

WASHOE

Location

RENO, NV

Headquartered in RENO, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.

Metro area
Reno-Carson City-Fernley, NV
Region
West
County
WASHOE
Address
5470 Kietzke Ln
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth