TRELLUS MANAGEMENT COMPANY, LLC
  • TRELLUS MANAGEMENT COMPANY, LLC
  • TRELLUS COMPANY, LLC (RELYING ADVISOR)
  • TRELLUS SMALL CAP MANAGEMENT COMPANY, LLC (RELYING ADVISOR)

Adviser Profile

As of Date 04/28/2026
Registration SEC, Approved, 05/28/2026
Other registrations (3)
Former registrations

TRELLUS MANAGEMENT COMPANY, LLC

ADV Location DELRAY BEACH, FL, United States
Contact Info 646 xxxxxxx
AUM* 156,327,954
of that, discretionary 156,327,954
Number of Employees 5
of those in investment advisory functions 2
Private Fund GAV* 156,327,954
Avg Account Size 78,163,977
SMA’s No
Private Funds 2

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

156M 134M 112M 89M 67M 45M 22M
2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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