TRELLUS MANAGEMENT COMPANY, LLC
Firm details
- Headquarters
- DELRAY BEACH, Florida
- CRD number
- 137537
- Registered since
- May 28, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Trellus Management Company, LLC is a limited liability company organized as a hedge fund advisor that focuses on portfolio management for pooled investment vehicles. The firm is owned by an individual and serves an institutional client base. Its compensation combines a percentage-of-AUM component with performance-based fees, and it acts as sponsor, general partner and managing member of the pooled vehicles it operates. The firm is not positioned as an ESG investor, is not a multi-state adviser, and does not identify as a pension consultant or related adviser. The record shows SEC registration in 2026.
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
Owners & executives
1 of 1JAMES SCAPLEN
COOCRD 3091051
Contacts
1 of 1ADAM USDAN
PresidentCRD 2466403
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$2.8M in ETFs
100%
$2.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PROSHARES SHORT VIX SHORT TERM FUTURES (SVXY) | ProShares | Passive | Trading Miscellaneous | $863K | 10,000 | 30.38% |
Location
DELRAY BEACH, FL
PALM BEACH
Location
DELRAY BEACH, FL
Headquartered in DELRAY 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
- 1615 S Congress Ave
- Time zone
- ET (UTC-5)
- Office locations
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