Treeview Capital
SEC RegisteredInvest Like the Top 1%: Institutional Private Markets for the Rest of Us
About the firm
Treeview Capital helps investors expand their portfolios by providing affordable access to institutional evergreen private market funds. The firm offers access to more than 100 high-quality institutional evergreen investment funds with reduced fees and investment minimums, making sophisticated alternative investments accessible to self-directed investors. Assets are held at Charles Schwab as primary custodian.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized investment advisory services providing access to 100+ curated institutional evergreen private market funds (including Private Credit, Private Equity, Private Infrastructure, and Private Real Estate) with advisory fees of 0.30% or less and minimums as low as $5,000, using Charles Schwab as custodian.
Who they serve
Self-directed investors seeking access to institutional private market funds, including those with Individual, Joint, Traditional/Roth IRA, Trust, and Entity accounts.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | — |
| High Net Worth Individuals | 0 | — |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
29 total clients reported on Form ADV.
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of April 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Treeview Capital has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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