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Treasure Investment Management, LLC

● SEC registered since 2020CRD 309258SEC# 801-119780Scottsdale, AZ
Export (members)
Reg. AUM
$252.7M
Employees
4
Accounts
339
Location
Scottsdale, AZ

Treasure Investment Management, LLC assets under management

Treasure Investment Management, LLC operates as an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2020. It reports $252.7 million in regulatory assets under management and employs 4 people.

Treasure Investment Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Samuel Strasser ControlChief Compliance OfficerUnder 5%2020
Treasure Technologies, Inc. ControlShareholderOver 75%2017
Samuel Strasser ControlChief Executive OfficerOver 75%2017

Frequently asked questions

How much does Treasure Investment Management, LLC manage?

Treasure Investment Management, LLC reports $252.7 million in regulatory assets under management on its Form ADV.

How many employees does Treasure Investment Management, LLC have?

Treasure Investment Management, LLC reports 4 employees.

Where is Treasure Investment Management, LLC located?

Treasure Investment Management, LLC is based in Scottsdale, AZ and has been SEC-registered since 2020.

Does Treasure Investment Management, LLC disclose fund performance?

Treasure Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address15169 North Scottsdale Road, Suite 205, Scottsdale, AZ 85254
Phone310-957-9428
Office hours9:00 a.m.. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$252.7M▲ 14%
Feb '25 — $222.1MMar '25 — $222.1MApr '25 — $108.5MMay '25 — $108.5MJun '25 — $108.5MJul '25 — $108.5MAug '25 — $108.5MSep '25 — $108.5MOct '25 — $108.5MNov '25 — $108.5MDec '25 — $108.5MJan '26 — $108.5MFeb '26 — $108.5MMar '26 — $252.7MApr '26 — $252.7MMay '26 — $252.7MJun '26 — $252.7M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$252.7Mregulatory AUM
Discretionary $252.7M