RIA Intel›Advisers›Texas›TRELLISENT INVESTMENTS

TRELLISENT INVESTMENTS

Advisory

SAN ANTONIO, TX

Data as of Feb 26, 2026 · Source: SEC Form ADV

Rank in TX

#2,217

of 2,813 advisers by AUM

Average account

$398K

across 41 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 26, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients10

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Partnership

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

10 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

QUANTLAB CAPITAL MANAGEMENT, LLC

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LTS FINANCIAL GROUP

$16M

HG CAPITAL ADVISORS, LLC

$16M

GRYPHON MANAGEMENT PARTNERS, L.P.

$16M

$16M

INTERNATIONAL ASSET MANAGEMENT, INC.

$16M

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