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- Custodian
- Charles Schwab & Company · Vanguard · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-17-2016
- Office Locations
- 1
Office Locations
About Tresses Capital Management, LLC
Tresses Capital Management, LLC is a Napa, CA registered investment adviser providing discretionary asset management, portfolio construction, and wealth planning (including insurance planning) for retail and institutional clients, with a stated focus on entrepreneurs. Portfolios are built primarily with ETFs, complemented by individual equities and select private funds/alternative exposures, with ESG/socially responsible themes noted. Custody includes Charles Schwab.
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Owner & Executives
PRABHU PALANI
Chief Compliance Officer, Chief Investment Officer, Managing Member, Managing Partner
- CRD
- #4213918
- Ownership
- 75% or more
Nirupama Vaidyanathan
--
- CRD
- --
- Ownership
- 5% but less than 10%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,094,616 | -- |
| Non-Discretionary | $7,905,637 | -- |
| Total | $56,000,253 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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