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TREVILLE CAPITAL MANAGEMENT LLC

NEW YORK, NY · CRD 290314 · IAPD ↗ · treville.com · 212-812-0210

$1.89BRegulatory AUM
11Advisory reps
31Employees
0Clients
n/aPlanning clients
9Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

32
April 2026 — TREVILLE CAPITAL MANAGEMENT LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2026 — TREVILLE CAPITAL MANAGEMENT LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
32
April 2025 — TREVILLE CAPITAL MANAGEMENT LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2025 — TREVILLE CAPITAL MANAGEMENT LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
15
December 2024 — TREVILLE CAPITAL MANAGEMENT LLC changed its website from angel.co to treville.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
December 2024 — COVENTURE MANAGEMENT, LLC is now doing business as TREVILLE CAPITAL MANAGEMENT LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
58
April 2024 — COVENTURE MANAGEMENT, LLC grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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