# Thompson Financial Transitions

Thompson Financial Transitions is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** thompsonfinancialtransitions.com
- **LinkedIn:** https://www.linkedin.com/company/trey-thompson-b590ab4a

## Regulatory record

- **CRD number:** 322562
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322562

## About

Thompson Financial Transitions Inc. is a state-registered investment adviser in White Bear Lake, MN. The firm manages approximately $47 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### How does the firm source investment opportunities for newly liquid clients?

Thompson Financial Transitions accesses institutional separate accounts, direct co-investment vehicles, and private market funds through its existing relationships with asset managers and private banks. It does not operate an in-house venture capital arm or proprietary fund-of-funds, relying instead on a curated roster of third-party managers for private equity, real estate, and private credit exposure. Direct co-investment opportunities are sourced through the firm's network of law firms and corporate executives.

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Last updated: 2026-07-11T13:32:12.000Z

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