TREGARON CAPITAL

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
162722
Registered since
March 30, 2012

Firm profile

FINTRX

Overview

Tregaron Capital is a corporation that registered with the SEC in 2012 and is owned by an individual. The firm functions primarily as a sponsor and general partner/ managing member of pooled investment vehicles rather than as a multi-state retail advisory business. It does not position itself as an active ESG investor and is not identified as a pension consultant or a related adviser in the source data. Public-facing advisory activities, fee schedules and a client-facing business mix are not reported.

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

3 of 3
  • MATTHEW COLLINS

    Managing DirectorCRD 6041236

  • NELSON MATTHEWS

    OwnerCRD 6041239

  • JOHN THORNTON

    Managing DirectorCRD 1993280

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PALO ALTO, CA

SANTA CLARA

Location

PALO ALTO, CA

Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
635 Bryant St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth