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TREO Asset Management
TREO ASSET MANAGEMENT, LLC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2022. The firm manages approximately $865 million in...
TREO Asset Management
TREO ASSET MANAGEMENT, LLC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2022. The firm manages approximately $865 million in regulatory assets. It has 18 employees and 14 investment advisers.
General information
Firm type
Asset Manager
Year founded
2006
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Carlos Slim Helú
Principal
Sector focus
Frequently asked questions
What is TREO's investment posture in public equities?
TREO historically takes concentrated equity positions, such as its well-documented stake in The New York Times Company, where it became the largest shareholder. The firm generally acquires shares on the open market or through structured transactions, aiming for long-term appreciation and operational influence rather than passive portfolio management.
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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