# Trevian Financial

Trevian Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 342264
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/342264

## About

TREVIAN FINANCIAL is a state-registered investment adviser based in Chicago. The firm has 1 employee and 1 investment adviser. It provides investment advisory services.

## Questions

### What investment stages does Trevian Financial typically target?

No specific investment stage preferences have been disclosed by Trevian Financial. Without public filings or media coverage of portfolio companies, it is not possible to determine whether the firm focuses on venture, growth, buyout, or other stages.

### How does Trevian Financial source proprietary deal flow?

Trevian Financial has not disclosed its deal sourcing model. Most family offices rely on a combination of direct relationships, co-investor networks, and financial intermediaries, but none of these have been confirmed for this firm.

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

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