# Trestle Partners

> Trestle Partners is an exempt reporting adviser in Palm Beach, FL, filing reports since 2024. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 330947
- Filed as: TRESTLE PARTNERS
- Legal name: Trestle Partners LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Palm Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330947
- AdvisorCensus page: https://advisorcensus.com/firm/trestle-partners-palm-beach-fl-330947

## Quick answers

**Where is Trestle Partners located?**
Trestle Partners' principal office is in Palm Beach, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**How does Trestle Partners report to regulators?**
Trestle Partners is an exempt reporting adviser, filing reports since 2024. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 330947.

**Does Trestle Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330947

## From the Form ADV filing

### Firm details
- Reporting since: 2024 (1 year)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Carpinteria, CA

### Websites listed on Form ADV (Item 1.I)
- trestlelp.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | Not reported | Not reported | March 21, 2025 |
| October 2026 | Not reported | Not reported | March 30, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trestle Partners (CRD 330947): Form ADV filing data as of October 2026.