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TRELLUS MANAGEMENT COMPANY, LLC

DELRAY BEACH, FL · CRD 137537 · IAPD ↗ · 646-561-2620

$156.3MRegulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
2Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
June 2026 — TRELLUS MANAGEMENT COMPANY, LLC (DELRAY BEACH, FL) is newly SEC-registered with $156.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.