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John Trask & Associates
John Trask & Associates is anchored by a family whose patriarch, John M. Trask Jr., served as Associate Administrator for Finance and Investment in the Small...
John Trask & Associates
John Trask & Associates is anchored by a family whose patriarch, John M. Trask Jr., served as Associate Administrator for Finance and Investment in the Small Business Administration during the Carter administration. His son, John M. Trask III, runs the office as Proprietor and Managing Director, operating from a commercial property the firm owns at 65 South Main Street in Pennington, New Jersey. The family's wealth is rooted in a blend of public-sector financial leadership and subsequent private investing activities. The office deploys capital across private equity, venture capital, private credit, and real estate, concentrating on North America. In venture, the firm targets early-stage healthcare services and biotech companies. Its real assets include the Orange Grove Estate and a citrus farm on St. The firm also maintains a commercial property portfolio, with its own headquarters serving as a listed asset. The structure appears to favor direct, physical assets and private company stakes over fund commitments. Donna Perrine is listed as a key associate, and the office shares address and management ties with a related entity, Garrison Family Office. Michael P. Tusay, linked to Twin Chimney Inc. The firm's structural differentiator is its quiet, hybrid model — blending a conventional family office with a web of satellite entities like Twin Chimney Inc. and Archimedes Investors LLC. This creates a legal patchwork for holding assets spanning South Carolina farmland, New Jersey commercial real estate, and private market investments. The lack of a public website reinforces a posture of discretion, with the office operating more like a private holding company than a branded investment firm.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
City
Pennington
Corporate office
Pennington, NJ, United States
Principals
John M. Trask III
Proprietor and Managing Director
John M. Trask Jr.
Founder
Donna Perrine
Associate
Sector focus
Frequently asked questions
Does John Trask & Associates maintain philanthropic structures?
Yes. The family has a documented history of philanthropic support, including John Trask's long-term board service with the D&R Greenway Land Trust and significant donations to The Watershed Institute. The Beaufort County Open Land Trust is also listed as a beneficiary, aligning the family's charitable giving with its direct investment in South Carolina land.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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