TREVIAN WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 174412). Regulatory assets under management: $615.5M.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Philip A Swisher | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| SWISHER PHILIP A | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
Real Estate Fund: 1 · Venture Capital Fund: 1
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| YORK REAL ESTATE FUND I, L.P. | Real Estate Fund | Delaware | 23 | $7.0M | $50K |
| TREVIAN VENTURES I LLC | Venture Capital Fund | Delaware | 14 | $4.8M | $25K |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 5163739788 |
| — | — | 1 | (847) 347-3000 |
| — | — | 1 | 5163739788 |
| — | — | 1 | (847) 347-3000 |