DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Firms / Trez Capital Fund Management Limited Partnership
Trez Capital Fund Management Limited Partnership
Trez Capital is one of the largest non-bank commercial mortgage lenders in Canada. We offer private and institutional investors opportunities to...
corporate parent: Breckenridge Canadian Investments Inc.
Importance
28
moderate
Active deployment
19
moderate
Emerging
0
low
Completeness
56
elevated
Freshness
100
high
Research priority
11
low
Identity and regulatory footprint
- Headquarters
- Vancouver, Bc, Canadaadviserinfo.sec.gov
- Office address
- 1700-745 THURLOW STREET, SUITE 1700, Vancouver, Bc, V6E 0C5adviserinfo.sec.gov
- Business phone
- 604-689-0821adviserinfo.sec.gov
- Website
- HTTP://WWW.TREZCAPITAL.COM
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Jun 3, 2024
- Private funds reported
- 10 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $416Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $416Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 44
- Owners on Schedule A
- Trez Capital Fund Management (2011) Corporation (General Partner), NA; The Greene Investment Trust (Common Shareholder), E; 1235752 Bc Unlimited Liability Corporation (Limited Partner), C; Trez Capital Group GP Inc. (General Partner), F; Jomasa Capital Inc. (Limited Partner), D; Trez Capital Group LP (Sole Limited Partner), E; Breckenridge Canadian Investments Inc. (Shareholder), E; JDH Wealth Management (Shareholder), E
- business email
- johnh@trezcapital.comtrezcapital.compublished by the subject
- business email
- info@trezcapital.comtrezcapital.compublished by the subject
- business phone
- 604-689-0821adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
5 observed deals
Stated (the firm’s website)
- Sectors
- space, industrial, media
- Stages
- not stated or not yet read
- Geography
- canada, texas, united states, worldwide
- Check size
- not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 100%
lead rate n/afollow-on rate n/anew logos, 12 months 5
Funds and vehicles
0 reported
No vehicle on record yet. A fund arrives from Form ADV Schedule D 7.B.(1) or a Form D filing.
Investment team
23 current, 3 departed
John Hutchinson
Board or advisoryTrustee · since Nov 1, 2021
Morley Greene
Board or advisoryTrustee · since Jul 1, 2010
Bryan Richard Dean Kirkham
Founder or executivePresident · since Sep 1, 2021
John D. Hutchinson
Founder or executiveCo-Chief Executive Officer & Global Head of Origination
Investor Library
OtherInvestment Advisors
Southeastern U.S.
OtherInvestment Advisors
Alec Barry
PartnerExecutive Managing Director, U.S. Origination
Charbel Cheaib
PartnerManaging Director, Institutional Sales
Christian Skogen
PartnerChief Investment Officer
Darren Esser
PartnerExecutive Managing Director, Head of Capital Markets & Bridge Financing
Eric Horie
PartnerExecutive Managing Director, Head of Canadian Origination
Kathy Kozak
PartnerSenior Managing Director, Portfolio Management
Ryan Weafer
PartnerManaging Director, Product Strategy & Management
Sam Salloway
PartnerSenior Managing Director, Head of Equity Investments
Christian Skogen
Platform and operationsChief Risk Officer · since Sep 1, 2021
Giovanni Maragliano
Platform and operationsChief Financial Officer And Chief Operating Officer · since Sep 1, 2021
Grant Kuzyk
Platform and operationsTreasurer
John Maragliano
Platform and operationsCo-Chief Executive Officer & Chief Financial Officer
Keiju Yamasaki
Platform and operationsChief Credit Officer
Michelle Marguet
Platform and operationsVice President, Marketing Communications & Brand Strategy
Sandra Lafontaine
Platform and operationsChief Compliance Officer · since Sep 1, 2021
Sheri Evans
Platform and operationsVice President, Tax & Corporate Accounting
Lucie Gagnon
Vice presidentVice President, Human Resources
3 departed (kept with end dates)
- Gregory Vorwaller · President · Jul 1, 2015 to Feb 28, 2020 Inference
- Robert Perkins · Class B Shareholder · Apr 1, 1999 to Jan 6, 2022 Inference
- Alexander Maxwell Manson · Secretary & Treasurer · Feb 1, 2006 to Jan 6, 2022 Inference
Investments on record
5 edges, 5 companies, 0 partner-attributed
| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| Advisors | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
| EN Sign with DocuSign | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
| FR Sign with DocuSign | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
| Webmail | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
| Docusign | portfolio listing | unknown | unknown | unknown | unknown | Sep 15, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
8 relationships from shared deals, counted for the whole firm
DRAPER ASSOCIATES 1 shared · one timePropel Venture Partners Management Co. 1 shared · one timeIgnition Partners 1 shared · one timeGlynn Capital Management, LLC 1 shared · one timeOCA Ventures, LLC 1 shared · one timeSapphire Ventures, LLC 1 shared · one timeWestriver Management, LLC 1 shared · one timePruven Management Company, LLC 1 shared · one time
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
10 dated events
- Sep 16, 2026Docusign no longer listed on Trez Capital Fund Management Limited Partnership's portfolio pageRemoved from portfolio pagePortfolioInferenceDocusignVenture organization websites (about, team, portfolio, thesis, news pages)
- Jan 6, 2022Alexander Maxwell Manson (Secretary & Treasurer) no longer on Schedule A of Trez Capital Fund Management Limited Partnership
- Jan 6, 2022Robert Perkins (Class B Shareholder) no longer on Schedule A of Trez Capital Fund Management Limited Partnership
- Nov 1, 2021John Hutchinson joined Schedule A of Trez Capital Fund Management Limited Partnership as Trustee
- Sep 1, 2021Christian Skogen joined Schedule A of Trez Capital Fund Management Limited Partnership as Chief Risk Officer
- Sep 1, 2021Sandra Lafontaine joined Schedule A of Trez Capital Fund Management Limited Partnership as Chief Compliance Officer
- Sep 1, 2021Bryan Richard Dean Kirkham joined Schedule A of Trez Capital Fund Management Limited Partnership as Chief Operating Officer
- Sep 1, 2021Giovanni Maragliano joined Schedule A of Trez Capital Fund Management Limited Partnership as Chief Financial Officer
- Feb 28, 2020Gregory Vorwaller (President) no longer on Schedule A of Trez Capital Fund Management Limited Partnership
- Mar 29, 2017Trez Capital Fund Management Limited Partnership first filed Form ADV (ERA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Corporate venture (candidate, 50%, cls-1)corporate parent: Breckenridge Canadian Investments Inc.
Evidence
42 observations from 2 sources