# Treger & Associates

Treger & Associates is a RIA based in Honolulu, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Honolulu, United States
- **Region:** North America
- **Address:** Honolulu, HI, United States
- **Assets under management:** Undisclosed
- **Website:** tregerandassociates.com

## Regulatory record

- **CRD number:** 115164
- **SEC file number:** 801-130767
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115164

## About

TREGER & ASSOCIATES is an SEC-registered investment adviser with $90 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## People

- Stephen H. Treger — Founder and Principal

## Questions

### Does Treger & Associates invest only in public equities?

No. While a portion of the portfolio holds publicly traded equity, particularly in small- and mid-cap industrial and service companies, Treger also deploys capital into private placements, mezzanine debt, and structured credit opportunities, often serving as a direct lender to lower-middle-market companies.

### What is Treger & Associates' posture on shareholder activism?

Treger has engaged in at least one high-profile proxy contest. In 2013, the firm accumulated a 9.2% stake in Swisher Hygiene and sought to replace its board of directors, citing governance failures and undervaluation. The action confirmed a willingness to pursue hostile operational turnarounds when necessary.

### Where is Treger & Associates' capital deployed geographically?

The firm focuses primarily on North America. Its public equity filings show positions in US-based companies, and it has also invested in Canadian industrial and natural resource firms, establishing a cross-border footprint within the continent.

## Related profiles

- [Treis Blockchain](https://altss.com/profile/treis-blockchain)

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Last updated: 2026-07-06T01:24:27.442Z

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