Trez Capital Fund Management Limited Partnership
Firm details
- Headquarters
- Vancouver, British Columbia,
- CRD number
- 286614
- Registered since
- June 14, 2024
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Trez Capital Fund Management Limited Partnership is a limited partnership that registered with the SEC in 2024 and positions itself as a manager of pooled investment vehicles with an emphasis on real estate strategies. The firm serves institutional clients and combines portfolio management for pooled funds with broker-dealer activity. Ownership is identified as a mix of a foreign entity and individuals, and the firm serves in sponsor and general partner roles for pooled vehicles it manages. Compensation is a mix of percentage-of-AUM fees and performance-based fees, consistent with active management of alternative and private fund strategies. Trez Capital Fund Management is not characterized as an active ESG investor and is not identified as a multi-state or pension consultant adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Giovanni Maragliano
Chief Financial Officer and Chief Operating OfficerCRD 7454884

Sandra Lafontaine
Chief Compliance OfficerCRD 6462476
Christian Skogen
Chief Risk OfficerCRD 7454886
Contacts
1 of 1
Morley Greene
Founder & Executive ChairmanCRD 6462473
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Vancouver, British Columbia, null
Location
Vancouver, British Columbia, null
Headquartered in Vancouver, British Columbia, null.
- Address
- 1700745 Thurlow St
- Office locations
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