Treasure Investment Management, LLC

Overview

Treasure Investment Management, LLC is a small SEC-registered advisory firm formed in 2020 that serves an institutional client base while also providing portfolio management for individuals, small businesses and for business or institutional accounts. Its stated fee model is a percentage of assets under management. The firm reports a fixed-income orientation, does not position itself as an ESG investor, and is organized as a limited liability company with domestic ownership. Regulatory and operating notes from the firm profile indicate it is not a multi-state adviser, it does not function as a capital allocator or pension consultant, and it uses third-party managers for some of its alternative exposure.

Assets & Accounts

Investments & Alternatives