TREVERI CAPITAL

TREVERI CAPITAL of ROSEMEAD, CA is an SEC-registered investment adviser (CRD 254786). Regulatory assets under management: $1.1M.

Registration

• CRD: 254786
• Type: Registered investment adviser
• Location: 9132 VALLEY BLVD, ROSEMEAD, CA, 91770
• Phone: 213-250-1404
• Latest filing: 2026-02-16
• Regulatory AUM: $1.1M
• Discretionary AUM: $1.1M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 254786 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search