TRIER MANAGEMENT, INC.

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

Firm details

Headquarters
RENO, Nevada
CRD number
326729

Firm profile

FINTRX

Overview

Trier Management, Inc. operates primarily as a manager of pooled vehicles and as a commodity pool/commodity trading advisor (CPO/CTA). The firm’s regulatory profile and stated activities point to a focus on sponsor and general partner responsibilities for private funds and structured pooled investments rather than on running retail advisory programs or broad wealth-management platforms. Industry affiliations also identify Trier Management, Inc. as connected to real estate brokerage and sponsor roles, which suggests the firm sources, structures and manages private transactions that can include property-level assets or real estate-related holdings. Investment activity is concentrated inside private pooled vehicles. The firm is not identified as an active ESG investor, it is not a multi-state adviser, and it does not present itself as a pension consultant or capital allocator in the public summaries. Given the CPO/CTA designation, the firm likely uses derivatives and futures strategies where relevant for risk management or return generation inside its pooled structures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Alexander Cress

    President and CEOCRD 7747277

  • Jennifer Cress

    CFOCRD 7747279

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

RENO, NV

WASHOE

Location

RENO, NV

Headquartered in RENO, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.

Metro area
Reno-Carson City-Fernley, NV
Region
West
County
WASHOE
Address
10580 N McCarran Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth