TRES PALMAS VENTURES
Firm details
- Headquarters
- BURLINGTON, Vermont
- CRD number
- 323597
- Registered since
- March 19, 2025
Firm profile
FINTRXOverview
Tres Palmas Ventures is an LLC that functions primarily as a sponsor and general partner of pooled investment vehicles. The firm registered with the SEC in 2025 and is structured with domestic entity and individual ownership. Its public disclosures classify it as unclassified and identify it as a manager of private pooled vehicles rather than a retail advisory practice. Tres Palmas does not present itself as a multi-state adviser, an active ESG investor, a pension consultant, or a capital allocator in its filings; fee structure, client base and specific advisory activities are not detailed in the available record. The firm’s activity is concentrated on launching and operating private funds. Acting as sponsor, GP and managing member suggests the team focuses on fund formation, portfolio construction, and ongoing fund governance rather than point-to-point wealth advisory services. The ownership profile — multiple owners with significant reported stakes — points to a closely held operating group that likely retains meaningful GP economics in its funds.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Robert Lair
ManagerCRD 6624341
Timothy Wall
ManagerCRD 7641817
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BURLINGTON, VT
CHITTENDEN
Location
BURLINGTON, VT
Headquartered in BURLINGTON, VT, anchoring the Burlington-South Burlington-Barre, VT metro in the Northeast.
- Metro area
- Burlington-South Burlington-Barre, VT
- Region
- Northeast
- County
- CHITTENDEN
- Address
- 50 Lakeside Ave
- Time zone
- ET (UTC-5)
- Office locations
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