TRESTLE PARTNERS
Firm details
- Headquarters
- PALM BEACH, Florida
- CRD number
- 330947
- Registered since
- December 6, 2024
Firm profile
FINTRXOverview
Trestle Partners is organized as a limited liability partnership and is registered with the SEC as an investment adviser as of 2024. The firm operates as an adviser/sponsor and serves as a general partner and managing member of pooled investment vehicles, indicating its primary business is operating private funds rather than acting as a third‑party allocator. FINTRX flags it as an organization with an individual owner and records that it is not an active ESG investor. The available information does not describe a retail advisory platform, pension consulting, or multi‑state advisory operations; the firm’s profile and activity tags point toward fund management and sponsor responsibilities.
Assets & Accounts
Investments & Alternatives
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 2JOHN FENNEBRESQUE
Managing MemberCRD 5853940
THOMAS BABCOCK
Co-Founder and Managing PartnerCRD 4832791
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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