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Fund Manager

Trevian Wealth Management

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Trevian Wealth Management

Fund Manager

Primary Strategy: Multi-Strategy

Number of Employees: 5

Ownership: Privately Held

Year End: December

Description

About Us Trevian Wealth Management is a Registered Investment Advisor that focuses on optimizing the personal finances of entrepreneurs and investors. In a Sentence We seek to provide high-quality independent advice on everything that is important to your personal finances, and we take great pride in fulfilling our fiduciary responsibility to our clients. The Problem We Solve We believe

Contact

Website: Link to website

LinkedIn: linkedin.com/company/trevian-wealth-management

Date

As of: September 30, 2025

Key Metrics

See data over time

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Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

Chart view

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Top fund structures by AUM

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See All Funds

Current Service Providers

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Switches

Last 12 months

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