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Trevor Stewart Burton and Jacobsen
Trevor Stewart Burton and Jacobsen is a bank / wealth / trust based in New York; the Altss profile covers its classification, headquarters, registration, AUM...
Trevor Stewart Burton and Jacobsen
Trevor Stewart Burton and Jacobsen is a wealth management firm based in New York, US, with a focus on North America.
General information
Firm type
Bank / Wealth / Trust
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Frequently asked questions
Does the firm offer trust and estate services in addition to investment management?
Yes. The firm's charter enables it to act as corporate trustee, executor, and agent for fiduciary accounts, making it more than a standalone investment advisor. This capacity allows the partnership to manage trust assets for multiple generations of the same family, handling trust accounting, tax filings, distributions, and investment policy in a unified structure. This integrated model is a structural feature of the firm's value proposition to wealthy families.
Who makes investment decisions at Trevor Stewart Burton and Jacobsen?
An internal investment committee composed of the firm's senior partners oversees all asset allocation and manager selection decisions. The precise composition of the committee and the names of current partners are not publicly disclosed, reflecting the firm's deliberately low-profile market posture. This committee structure is typical for partnership-model RIAs where principals share collective responsibility for investment outcomes.
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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