# Treveri Capital

> Treveri Capital is a state-registered investment advisory firm in Rosemead, CA, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 16, 2026.

- CRD: 254786
- Filed as: TREVERI CAPITAL
- Legal name: Treveri Capital LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rosemead, CA
- Filing period: October 2026
- Form ADV filing dated: February 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/254786
- AdvisorCensus page: https://advisorcensus.com/firm/treveri-capital-rosemead-ca-254786

## Quick answers

**How is Treveri Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Treveri Capital reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Treveri Capital located?**
Treveri Capital's principal office is in Rosemead, CA, according to its Form ADV.

**Is Treveri Capital registered with the SEC or a state?**
Treveri Capital is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 254786.

**How much does Treveri Capital manage?**
Treveri Capital reports $1,110,000 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (100% discretionary).

**What types of clients does Treveri Capital serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11).

**Does Treveri Capital 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/254786

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $1,110,000
- Discretionary: $1,110,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $1,110,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alphavisor.com
- foliojeff.com
- magacash.com
- moneypennywealth.com
- retirementleaf.com
- trevericapital.com
- treverix.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Treveri Capital (CRD 254786): Form ADV filing data as of October 2026.