Tresses Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 282898
- Custodians
- CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.38%
- Pension & Profit Sharing Plans5.71%
- Individuals1.92%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Tresses Capital Management, LLC is an individually owned, limited liability advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and concentrates its allocations in publicly traded equities and exchange-traded strategies. Tresses is not positioned as an ESG or multi-state adviser; its business activity centers on direct portfolio management rather than pension consulting or related-adviser arrangements. The firm appears to favor active equity exposure while also sponsoring a small number of private venture capital funds.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities57%
- Non-Exchange Traded Equities35%
- Private Funds6%
- Cash & Cash Equivalents2%
Contacts
2 of 2Nirupama Vaidyanathan
MemberCRD 7890486

Prabhu Palani
Managing MemberCRD 4213918
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Thomas Jones Financial LLC
RIASaint Clair Shores, MI
Sightline Wealth
RIAArcvest, LLC
RIAStewardship Financial Plainning, LLC
RIAMilestone Money
RIAChicago, IL
The Coleridge Group LLC
RIAPhoenix, AZ