TREO VENTURES, LLC
Firm details
- Headquarters
- RENO, Nevada
- CRD number
- 299417
- Registered since
- November 6, 2018
Firm profile
FINTRXOverview
Treo Ventures, LLC is an LLC-style investment manager that operates primarily as a sponsor and general partner of pooled investment vehicles. The firm has been SEC-registered since 2018 and is listed under an individual owner structure. Filings identify Treo Ventures as the managing member or GP of venture capital funds rather than a traditional retail investment adviser: it is not designated as an active ESG investor, is not a multi-state adviser, and does not report a retail client base. The firm’s activity centers on venture-style private capital commitments. As sponsor and GP, Treo Ventures is responsible for fund formation, capital calls, portfolio construction and oversight, and exit execution for its funds. That placement in the private fund ecosystem means its principal relationship is with limited partners and investors in those pooled vehicles, rather than with individual advisory accounts.
Assets & Accounts
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
Contacts
2 of 2MUDIT JAIN
Founder and General PartnerCRD 6049098
BRAD VALE
Founder and General PartnerCRD 7040220
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RENO, NV
WASHOE
Location
RENO, NV
Headquartered in RENO, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.
- Metro area
- Reno-Carson City-Fernley, NV
- Region
- West
- County
- WASHOE
- Address
- 5470 Kietzke Ln
- Time zone
- PT (UTC-8)
- Office locations
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