TRES PALMAS VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BURLINGTON, Vermont
CRD number
323597
Registered since
March 19, 2025

Firm profile

FINTRX

Overview

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

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
  • Robert Lair

    ManagerCRD 6624341

  • Timothy Wall

    ManagerCRD 7641817

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth