Treflie Capital Management, LLC is an adviser based in Sag Harbor. It manages $23.5 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New York.
Treflie Capital Management provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Treflie Capital Management, LLC is $23.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Treflie Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Treflie Capital Management, LLC is owned by Harry Allen Strunk. Paul Wolter joined the executive team most recently as the Director Of Research.
The principal office where Treflie Capital Management, LLC performs its advisory services is located at 39 Division Street, Sag Harbor, NY 11963 The mailing address of the firm is P.O. Box 1958, Sag Harbor, NY 11963. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (631) 725-2500 or by fax (631) 614-4247. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.treflie.com.