Trevian Wealth Management, LLC

Overview

Trevian Wealth Management, LLC positions itself as a hands-on allocator for high-net-worth individuals, families and institutional clients. The firm blends index-centric public market exposure with manager-led private vehicles: its 13F filings show a heavy use of ETFs for core equity exposure while its private activity includes real estate and venture strategies. Trevian provides discretionary portfolio management and selects third‑party managers on behalf of clients, and it also acts as sponsor/GP or managing member of pooled investment vehicles—indicating the firm both sources and stewards alternative investments rather than only recommending outside funds. Investment preference skews toward broad-market ETF allocations for liquid, low-cost beta and selective equity positions for active exposure. Alternatives are a clear part of the playbook: Trevian allocates to private equity, venture capital, hedge funds, private placements and real estate, and it operates its own small private funds to capture illiquidity and manager-driven returns alongside the public market sleeve.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices