TREVERI CAPITAL

Overview

Treveri Capital is a small, equity-focused registered investment adviser and limited liability company that manages portfolios for individuals and families, with a complementary role as an insurance broker. The firm acts as a capital allocator, blending discretionary portfolio management with access to third‑party alternative managers. Its mandate emphasizes exchange‑traded equities as the primary exposure, combined with selective use of mutual funds and allocations to digital currency through external managers. Fee arrangements include a percentage of assets under management and performance‑based fees, which suggests the firm may offer outcome‑oriented strategies or incentive‑linked mandates alongside traditional AUM relationships. The adviser does not position itself as an ESG investor and is not registered as a multi‑state adviser or pension consultant. Ownership is held by an individual and the business is structured to serve individual and family clients as well as small businesses. Operating with a compact client base, Treveri Capital appears to favor liquid, tradable instruments that support active portfolio implementation.

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Public Holdings

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Location & Offices