# Treveri Capital

Treveri Capital is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://trevericapital.com

## Regulatory record

- **CRD number:** 254786
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/254786

## About

Treveri Capital LLC helps individuals achieve their financial goals. The firm provides financial planning, portfolio management across equities, bonds, and crypto currencies, estate planning, business services, insurance risk services, and actively managed crypto currency solutions for institutional clients and family offices.

## People

- Jeffrey L. Martinez — Founder
- Jeffrey L. Martinez — Chartered Retirement Planning Counselor SM (CRPC®), CA insurance license 0H58766

## Questions

### Who runs Treveri Capital?

No named principals or leadership team members are publicly documented for Treveri Capital as of mid-2026. The firm has not disclosed its CEO, CIO, or managing partners in accessible primary sources.

### What is Treveri Capital's investment strategy?

Treveri Capital's investment strategy has not been publicly articulated. No asset-class preferences, stage focus, or geographic tilt are verifiable through independent sources.

### Where does Treveri Capital's capital come from?

The origin of Treveri Capital's capital is undisclosed. No public information ties the firm to a specific family, endowment, or institutional backer.

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Last updated: 2026-08-11T15:08:22.057Z

Canonical page: https://altss.com/profile/treveri-capital

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