RIA Intel›Advisers›California›TRESSES CAPITAL MANAGEMENT,LLC

TRESSES CAPITAL MANAGEMENT,LLC

Advisory

CA

Data as of Apr 1, 2026 · Source: SEC Form ADV

Rank in CA

#3,339

of 5,480 advisers by AUM

Average account

$836K

across 67 accounts

AUM per adviser

$28M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM

$56M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$56M

Discretionary AUM$48M

Non-Discretionary AUM$8M

Discretionary %85.9%

Total Clients30

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

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

30 clients

30 high-net-worth

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

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