Rhett Trees is a registered investment advisor at Seneca Capital Management, LLC, based in Denver, CO, with 8 years of industry experience. Rhett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 2 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Seneca Capital Management is compensated for advisory services through an asset-based management fee (generally 2% per year of called capital contributions), acquisition fees (3% of the full purchase price of each asset acquisition), and may receive performance-based compensation (20% or 25% of profits subject to payment of a Preferred Return and the return of all Capital Contributions).
Location
2115 South Birch Street, Denver, CO, 80222
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rhett is the managing member and founder of Trees Family Office, LLC, managing his personal real estate portfolio, dedicating minimal time. He is also a minority general partner and limited partner in Oneida Park Owner, LLC, a passive real estate portfolio, dedicating minimal time.
Employment History
Current Registrations
Seneca Capital Management, LLC
State Registrations1 state
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