Treeview Capital

Treeview Capital provides fee-based, non-discretionary investment advice primarily through an interactive website to individuals, trusts, employer-sponsored plans, estates, charitable organizations, and other legal entities. The firm focuses on recommending institutional and private-market investment funds, including registered interval funds and tender-offer funds that offer exposure to private equity, private credit, real estate, infrastructure, and similar alternative strategies.

Treeview’s recommendations are generated by deterministic, rules-based software that uses an authenticated Investment Profile collecting investment horizon, risk tolerance, liquidity needs, investment experience, intended private-market allocation, income, net worth, and separately verified investor eligibility; clients must complete and confirm the profile at least annually and may update it at any time. Advice is non-discretionary: clients retain sole authority to accept or reject recommendations, must link a Charles Schwab brokerage account to implement investments, and Treeview separately verifies eligibility before permitting investments in restricted funds.

The firm’s internet-first model and closed recommendation workflow—where clients cannot browse or request funds outside the software’s recommendations and the platform retains the profile inputs used for each recommendation—are uncommon for independent solo advisers. Treeview also conducts quarterly platform updates that compare linked billable holdings against current criteria and provides written notifications reviewed by firm personnel when holdings no longer meet those criteria; it operates a fee-rebate referral program offering non-cash advisory-fee credits and, as of September 30, 2026, oversees only non-discretionary client assets (approximately $18.3M).