Tresses Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 282898
- Website
- tressescapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI92.38%
- Pension & Profit Sharing Plans5.71%
- Individuals1.92%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Tresses Capital Management, LLC is an independent, owner-operated registered investment advisory firm that manages portfolios for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management rather than institutional pension consulting or multi-state advisory mandates. Tresses does not position itself as an ESG-focused allocator and is not identified as a capital allocator.
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
Asset composition
- Exchange Traded Equities57%
- Non-Exchange Traded Equities35%
- Private Funds6%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Prabhu Palani
Founder and CIOCRD 4213918
Contacts
1 of 1Nirupama Vaidyanathan
MemberCRD 7890486
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Thomas Jones Financial LLC
RIASaint Clair Shores, MI
Arcvest, LLC
RIASightline Wealth
RIAStewardship Financial Plainning, LLC
RIAMilestone Money
RIAChicago, IL
The Coleridge Group LLC
RIAPhoenix, AZ