TRESTLE PARTNERS

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALM BEACH, Florida
CRD number
330722

Firm profile

FINTRX

Overview

Trestle Partners operates as an investment adviser and sponsor that primarily runs pooled investment vehicles. The firm functions in a general partner and managing member capacity for at least one pooled vehicle and appears built around venture capital activity. Its registered profile indicates it is structured as a limited liability partnership with individual ownership. Trestle Partners does not report serving separate advisory clients outside of its fund structure and is not identified as an active ESG investor or a multi-state adviser in its registration snapshot. The firm's activity centers on managing collective capital through sponsored vehicles rather than offering a broad roster of advisory accounts. That focus suggests the team prioritizes sourcing and managing private, illiquid investments where the manager’s role includes deal selection, structuring, and ongoing portfolio oversight as GP and sponsor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • JOHN FENNEBRESQUE

    Managing MemberCRD 5853940

  • THOMAS BABCOCK

    Co-Founder and Managing PartnerCRD 4832791

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PALM BEACH, FL

PALM BEACH

Location

PALM BEACH, FL

Headquartered in PALM 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
265 Lane Puerta Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth