TREUSSARD CAPITAL MANAGEMENT

Overview

Treussard Capital Management operates as an independent registered investment adviser serving individuals and families, with an owner-managed structure. The firm provides financial planning and portfolio management for individuals and small businesses and charges a mix of percentage-of-AUM fees and hourly fees. Filings show the adviser manages client assets on a discretionary basis and favors pooled public investment vehicles as the primary building blocks for client portfolios. The firm is not positioned as a capital allocator to outside alternative managers, is not an active ESG investor, and is not registered as a multi-state adviser. Given the firm’s scale and client count, investment decisions appear tailored and concentrated: portfolios rely heavily on mutual funds and public fund strategies for core exposure, while custody choices point to direct market access when needed. The business model aligns with a high-touch, boutique advisory practice focused on a small number of sizable households.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices