TRELLUS MANAGEMENT COMPANY, LLC

DELRAY BEACH, Florida·3 registered advisors·CRD# 137537
SEC# 802-1073970646-561-2620
01

Firm Overview

AUM
$98M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at TRELLUS MANAGEMENT COMPANY, LLC

3 registered advisors
Adam Nmn Usdan
DELRAY BEACH, Florida
James Lee Scaplen
DELRAY BEACH, Florida
John Wyatt Alderman
NEW YORK, New York
05

Office Locations

DELRAY BEACH, Florida
2 advisors
NEW YORK, New York
1 advisor

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Data sourced from SEC Form ADV filings. TRELLUS MANAGEMENT COMPANY, LLC (CRD# 137537) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.