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TREO ASSET MANAGEMENT, LLC

CRD 164982 · SEC 801-126348

Corporate platformLLC

Large incorporated asset manager or corporate group — typically not a local adviser team.

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675 THIRD AVENUE, SUITE 1010, NEW YORK, NY, 10017, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$864.7M

Discretionary AUM

$864.7M

Team

18 total employees; 14 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees; PERCENTAGE OF CAPITAL DISTRIBUTED TO LIMITED PARTNERS

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles6$864.7M

All web addresses on file

Official SEC filing: View on IAPD