Trevian Wealth Management
Asset Manager SEC-registered adviser
Legal name: Trevian Wealth Management, LLC
AUM
$615.5M
Regulatory AUM
Private funds
2
Real Estate 1 · Venture Capital 1
Private fund assets
$11.8M
Gross asset value
Employees
4
Last Form D raise
Aug 2022
Most recent fund filing
From SEC Form ADV filing (filed Mar 31, 2026). View on SEC
People(1)
Owners and executive officers named on the firm's SEC Form ADV.
P
Funds(2)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| York Real Estate Fund I, L.P. | Real Estate | $7.0M | — | — | Aug 2022 | Cold |
| Trevian Ventures I LLC | Venture Capital | $4.8M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 174412
- SEC file number
- 801-121077
Sources
- SEC Form ADV Oct 14, 2026