Benjamin
Verschuere

Treasure Investment Management, LLC

CRD#7252992
Investment Advisor
in San Francisco, CA

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About this Advisor

Benjamin Verschuere is a financial advisor based in San Francisco, California, working with Treasure Investment Management, LLC. Benjamin has previously held positions at Treasure Investment Management, LLC, Bv Family, and Thiel Macro. Benjamin has passed the Series 65 regulatory exam and is registered to provide services in Arizona, California, Colorado, and Washington. Currently, Benjamin is part of Treasure Investment Management, LLC, which operates out of San Francisco, California. The firm has 3 employees and manages assets totaling $222.1 million. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Treasure Investment Management, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1324 Clement Street
San Francisco, CA 94118

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Treasure Investment Management, LLC Brokerage Details

Total Assets Under Management

$222,060,272

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

319

CA Average: 3,727
Average Account Size

$696,114

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Benjamin Verschuere Work History

2020 - Present (5 years)

Treasure Investment Management, LLC

2017 - 2020 (3 years)

Bv Family

2013 - 2017 (4 years)

Thiel Macro

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Benjamin Verschuere to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Treasure Investment Management, LLC

Benjamin Verschuere
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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