Treasure Investment Management LLC

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Assets, Funds, Holdings

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Treasure Investment Management LLC
CRD #309258
SEC #801-119780
CIK #0001715526
AUM $250.0 MM (2023-02-07)
Employees 3 (33% Investors, 0% Brokers)
Phone415-385-0419
Address123 Langton Street
San Francisco, CA 94103
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
2502001501005002010201420192024
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 150 250.0
(n) Other 0 0.0
Total 150 250.0
By Discretionary
Discretionary 150 250.0
Non-Discretionary 0 0.0
Total 150 250.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 250.0
Total 150 250.0
EDGAR Form CIK 2011 - 2023
D [0001715526]
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Valiant Wealth LLC
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Alphaq Advisors LLC
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Power Asset Management LLC
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Southbridge Advisors LLC
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Access Wealth Management Inc
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