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Nicholas Ryan Treat

Tonka Capital Partners, LLC

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About Nicholas Ryan Treat

Nicholas Ryan Treat is a registered Investment Advisor Representative in Minnesota. Nicholas is an investment advisor representative of Tonka Capital Partners, LLC with an office in Minnetonka, MN. Nicholas has been in the industry since June 2009. Nicholas's firm, Tonka Capital Partners, LLC specializes in portfolio management for businesses and pooled investment vehicles. The firm's client types include charitable organizations, corporations, and pooled investment vehicles.

Firm Information

Nicholas Treat is currently registered with Tonka Capital Partners, LLC. Tonka Capital Partners, LLC is an investment advisor located in Minnetonka, MN. The firm provides portfolio management services for businesses and pooled investment vehicles. They manage approximately $132 million in assets for a variety of clients, including corporations, charitable organizations, and pooled investment vehicles.
Tonka Capital Partners, LLC

130 CHESHIRE LANE

MINNETONKA, MN 55305

$132.42M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Nicholas Treat’s Registration & Firm History

MN

09/21/2018 - Present

Tonka Capital Partners, LLC (MINNETONKA MN)

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Licenses & Designations

IA

Issued 08/23/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Ryan Treat.
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