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| Trebuchet Consulting LLC
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| |
|---|---|
| CRD # | 166645 |
| SEC # | 801-77644 |
| CIK # | |
| AUM | $799.3 MM (2024-02-21) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 412-388-0715 |
| Address | 313 Castle Shannon Blvd Pittsburgh, PA 15234 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 55.0 |
| (b) Individuals (high net worth individuals) | 170 | 727.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 17.3 |
| (n) Other | 0 | 0.0 |
| Total | 855 | 799.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 855 | 799.3 |
| Total | 855 | 799.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 799.3 | |
| Total | 855 | 799.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Moody Aldrich Partners LLC
✚
|
MA | 0.8 |
|
Burns J W & Co Inc
✚
|
NY | 0.8 |
|
Ellis Investment Partners LLC
✚
|
PA | 0.8 |
|
CLG LLC
✚
|
CA | 0.8 |
|
Hahn Capital Management LLC
✚
|
CA | 0.8 |
|
Strid Group LLC
✚
|
PA | 0.8 |
|
The Clarus Group Inc
✚
|
TX | 0.8 |
|
West Paces Advisors Inc
✚
|
GA | 0.8 |
|
Sprinkle Financial Consultants LLC
✚
|
CO | 0.8 |
|
Violich Capital Management
✚
|
CA | 0.8 |