TRESTLE PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALM BEACH, Florida
CRD number
330947
Registered since
December 6, 2024

Firm profile

FINTRX

Overview

Trestle Partners is organized as a limited liability partnership and is registered with the SEC as an investment adviser as of 2024. The firm operates as an adviser/sponsor and serves as a general partner and managing member of pooled investment vehicles, indicating its primary business is operating private funds rather than acting as a third‑party allocator. FINTRX flags it as an organization with an individual owner and records that it is not an active ESG investor. The available information does not describe a retail advisory platform, pension consulting, or multi‑state advisory operations; the firm’s profile and activity tags point toward fund management and sponsor responsibilities.

Assets & Accounts

Investments & Alternatives

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
  • JOHN FENNEBRESQUE

    Managing MemberCRD 5853940

  • THOMAS BABCOCK

    Co-Founder and Managing PartnerCRD 4832791

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

PALM BEACH, FL

PALM BEACH

Location

PALM BEACH, FL

Headquartered in PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
265 Lane Puerta Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth