Trevian Wealth Management, LLC
We buy custom portfolios of U.S. Treasuries, which can help companies with excess cash earn more interest income.
In the firm's own words, from its website.
1 verified contact (1 firm phone)
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Nothing material in the last 180 days.
People to know
View all people- Managing Member & Chief Compliance OfficerWhy: Named with investment responsibilityNo route on file yet
Relationship network
2 connected entities
From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.
- Fund or vehicle
- Person
›How strength and recency are read
Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
How am I connected?
Name your firm, a company or a person, and DFX finds the published routes to Trevian Wealth Management, LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.
See how you connect to Trevian Wealth Management, LLC
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
0 companies on record, 0 new in 12 months
Investments on record
What these amounts mean“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.Acquired, Public, Exited and Active are what the firm’s own portfolio card says, read on the date shown when you hover the chip; they are not deal dates. A company with no chip is one whose card states no outcome: DFX does not assume it is active.Stated thesis versus observed behaviour
- Sectors
- biotech, medtech, energy, edtech
- Stages
- not stated or not yet read
- Geography
- boston, chicago, global, new york, virginia
- Check size
- not stated; DFX does not estimate checks from round sizes
Team
1 current, 0 departed
Decision makers
No one at this firm holds a partner, managing director or investment-lead title on record yet; the people named here are listed below by function.
Who else at this firm · 1 person, grouped by function
- Philip a Swisher · Managing Member & Chief Compliance OfficerWhy this person: Named with investment responsibility
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
Investment team
How the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.- Managing Member & Chief Compliance Officer
Contacts
1 firm phone on record, each with its source. Values open with the complete profile.
Funds and LPs
1 vehicle, 0 LPs disclosed
Funds and vehicles
What these amounts meanGAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| Trevian Ventures I LLC | Fund | 2021 adv first reported | Mature | $4.8M Mar 31, 2026 | 14 | unknown | unknown |
Limited partners
Known LPs and allocators
What these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.Relationships across DFX
0 co-investors · on 2 other DFX graphs
Co-investors
Across DFX and the capital chainon 2 other DFX graphs ShowHide
- The same institution is held on Real Estate Funds, RIA and Wealth, matched by identifier. See which records
Trevian Wealth Management, LLC is the same institution as 2 records in Real Estate Funds and RIA and Wealth.
DFX found 2 relationships across 2 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
Evidence and history
2 dated events, 58 observations from 3 sources
Timeline
- Aug 16, 2021Trevian Ventures I LLC first reported on Form ADV by Trevian Wealth Management, LLC (Venture Capital Fund), GAV $2,300,000
- Mar 31, 2021Trevian Wealth Management, LLC first filed Form ADV (IA)
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Mar 31, 2026 · 2 private fundsShowHide
- Headquarters
- unknown
- Office address
- unknown
- Business phone
- unknownadviserinfo.sec.gov
- Website
- TREVIANWEALTH.COM
- SEC adviser type
- Registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Mar 31, 2026
- Private funds reported
- 2 (1 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets, adviser total
- $11.8Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $616Mthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 4
Classification history
Classification history
Every classification this record has carried2 on recordShowHide
- Sep 23, 2026Micro VC (probable, 80%)Venture manager, reported GAV $4.8M across 1 vehicle
- Sep 12, 2026Micro VC (probable, 80%)Venture manager, reported GAV $2.4M across 1 vehicle
Evidence
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| Why admitted | VC funds reported | Mar 31, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Mar 31, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Mar 31, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Mar 26, 2024 | Fact | Form ADV |
| First Form ADV filing | 2021-03-31 | Mar 31, 2026 | Fact | Form ADV |
| First Form ADV filing | 2021-03-31 | Mar 26, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-30 | Oct 1, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-29 | Sep 30, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-25 | Sep 26, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-23 | Sep 24, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-03-31 | Mar 31, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-03-31 | Mar 31, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-03-26 | Mar 26, 2024 | Fact | Form ADV |
| SEC status | Approved | Mar 31, 2026 | Fact | Form ADV |
| SEC status effective | 2021-04-30 | Mar 31, 2026 | Fact | Form ADV |
| Venture share of reported funds | 1 | Mar 31, 2026 | Fact | Form ADV |
| Venture share of reported funds | 1 | Mar 26, 2024 | Fact | Form ADV |
| Business phone | Mar 31, 2026 | Fact | Form ADV | |
| Business phone | Mar 26, 2024 | Fact | Form ADV | |
| Description | Sep 16, 2026 | Fact | ||
| Description | Sep 15, 2026 | Fact | ||
| Employees | 4 | Mar 31, 2026 | Fact | Form ADV |
| Employees | 4 | Mar 26, 2024 | Fact | Form ADV |
| Legal form | Limited Liability Company | Mar 31, 2026 | Fact | Form ADV |
| Private funds reported | 2 | Mar 31, 2026 | Fact | Form ADV |
| Private funds reported | 2 | Mar 31, 2026 | Fact | Form ADV |
| Private funds reported | 2 | Mar 26, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $11.8M | Mar 31, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $11.8M | Mar 31, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $5.5M | Mar 26, 2024 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $616M | Mar 31, 2026 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $500M | Mar 26, 2024 | Fact | Form ADV |
| Schedule a diff | sadiff-1 | Mar 31, 2026 | Fact | Form ADV |
| Stated geography | Boston, chicago, global, new york, virginia “geography words on the home page” | Sep 16, 2026 | Fact | |
| Stated geography | Boston, chicago, global, new york, virginia “geography words on the home page” | Sep 15, 2026 | Fact | |
| Stated sectors | Biotech, medtech, energy, edtech “sector words on the home page” | Sep 16, 2026 | Fact | |
| Stated sectors | Biotech, medtech, energy, edtech “sector words on the home page” | Sep 15, 2026 | Fact | |
| Venture funds reported | 1 | Mar 31, 2026 | Fact | Form ADV |
| Venture funds reported | 1 | Mar 31, 2026 | Fact | Form ADV |
| Venture funds reported | 1 | Mar 26, 2024 | Fact | Form ADV |
| Website | Mar 31, 2026 | Fact | Form ADV | |
| Website | Mar 26, 2024 | Fact | Form ADV | |
| Site title | Sep 16, 2026 | Fact | ||
| Site title | Sep 15, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersMicro VC, probableShowHide
Venture manager, reported GAV $4.8M across 1 vehicle
- importance
- gav: 0 · funds: 0.08 · people: 0.08 · investments: 0 · co investors: 0
- active deployment
- investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 0 · latest investment at: not scored
- emerging manager
- fund count: 1 · reported gav: $4.8M · first adv filing: 2021-03-31 · years since first filing: 5.5
Fits, record history and connections
scored matches for this investor, every identity change, every edge
Record history
- Adviser's first ADV filing2021-03-31source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
Not yet on record: new companies, 12 mo.