# John Trask & Associates

John Trask & Associates is a Single Family Office based in Pennington, United States.

## Overview

- **Organization type:** Single Family Office
- **Headquarters:** Pennington, United States
- **Region:** North America
- **Address:** Pennington, NJ, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Healthcare Services
- Real Estate
- Private Credit
- Private Equity
- Biotech

## People

- John M. Trask III — Proprietor and Managing Director
- John M. Trask Jr. — Founder
- Donna Perrine — Associate

## 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.

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Last updated: 2026-08-11T02:43:31.692Z

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