Tresses Capital Management, LLC

RIASEC Registered
Total AUM
$56M
Discretionary
$48.1M
86% of AUM
Avg account
$836K
Accounts
67
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
282898
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

FINTRX

Overview

Tresses Capital Management, LLC is an individually owned, limited liability advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and concentrates its allocations in publicly traded equities and exchange-traded strategies. Tresses is not positioned as an ESG or multi-state adviser; its business activity centers on direct portfolio management rather than pension consulting or related-adviser arrangements. The firm appears to favor active equity exposure while also sponsoring a small number of private venture capital funds.

Assets & Accounts

Public Holdings

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

Asset composition

Asset composition: Exchange Traded Equities 57%, Non-Exchange Traded Equities 35%, Private Funds 6%, Cash & Cash Equivalents 2%57%
  • Exchange Traded Equities57%
  • Non-Exchange Traded Equities35%
  • Private Funds6%
  • Cash & Cash Equivalents2%

Contacts

2 of 2
  • Nirupama Vaidyanathan

    MemberCRD 7890486

  • Prabhu Palani

    Prabhu Palani

    Managing MemberCRD 4213918

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth