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TREZ CAPITAL FUND MANAGEMENT LIMITED PARTNERSHIP

VANCOUVER, BC, Canada · CRD 286614 · IAPD ↗ · trezcapital.com · 604-689-0821

$2.00BRegulatory AUM
6Advisory reps
42Employees
0Clients
n/aPlanning clients
12Private funds
1States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

55
April 2026 — TREZ CAPITAL FUND MANAGEMENT LIMITED PARTNERSHIP crossed $1B in regulatory AUM ($515.4M -> $2.00B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
40
April 2025 — TREZ CAPITAL FUND MANAGEMENT LIMITED PARTNERSHIP crossed $500M in regulatory AUM ($415.7M -> $515.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
68
July 2024 — TREZ CAPITAL FUND MANAGEMENT LIMITED PARTNERSHIP (VANCOUVER, BC, Canada) is newly SEC-registered with $415.7M RAUM and 6 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.