SourcingSourcing

TREASURE INVESTMENT MANAGEMENT, LLC

C41
CRD 309258·SEC 801-119780·SCOTTSDALE, AZ
AUM
$252.7M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$758K
@ 30% margin
Est. Deal Value
$6.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TREASURE INVESTMENT MANAGEMENT, LLC
CRD
309258
SEC file #
801-119780
EIN
—
DBA names
—

Economics

AUM
$252.7M
AUM band
$100M-$500M
AUM trajectory
'22'26
$25.0M → $252.7M▲ +911%
Client mix
Corporations336

Operations

Employees (total)
4
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
'21'25
1 advisors → 1 advisors▬ 0%
Primary office
SCOTTSDALE AZ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
treasure.tech

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TREASURE TECHNOLOGIES, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
TREASURE TECHNOLOGIES, INC.
STRASSER, SAMUEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
treasure.tech
Rdap Domain Creation Date
2017-05-02T23:59:39.000Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Apex Clearing2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-02T23:59:59.000Z
Rdap Domain Last Changed
2026-03-18T18:24:09.110Z
Rdap Nameservers
Lex.ns.cloudflare.comRihana.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Delete ProhibitedClient Update ProhibitedClient Renew Prohibited
Trust Company Affiliate
No

People (1)

1
STRASSER, SAMUEL
Executive Officer · 2.5%
7255327