# TREO Asset Management

TREO Asset Management is an Asset Manager based in New York, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2006
- **Assets under management:** $1B – $5B (Altss estimate)
- **Website:** treoassetmanagement.com

## Regulatory record

- **CRD number:** 164982
- **SEC file number:** 801-126348
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164982

## About

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.

## Sectors

- Financial Services
- Real Estate
- Energy Transition & Renewables
- Infrastructure
- Consumer
- Media & Entertainment

## People

- Carlos Slim Helú — Principal

## 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.

## Related profiles

- [Tranzopay](https://altss.com/profile/tranzopay)
- [Trilliad](https://altss.com/profile/trilliad-llc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/treo-asset-management-llc

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