Truvius Featured in Crypto Funds Watch
Feb 10, 2025
Truvius was featured in the February 7th, 2025 installment of the Crypto Funds Watch newsletter — a monthly publication focused on fund launches, acquisitions, strategies, and other developments within the crypto investment industry.
Read below for our coverage in the newsletter:
Truvius, an institutional-grade investment management platform and SEC-registered investment advisor, is set to officially launch in early Q1, offering sophisticated digital asset strategies to high-net-worth individuals (HNWIs), family offices, and funds-of-funds, among other institutional investor profiles. The firm differentiates itself by directly servicing investors with proprietary systematic strategies (quant-driven active long-only separately managed accounts (SMAs)) easily accessed through a sleek investor app.
Founded by CEO Connor Farley and COO/CFO Max Freccia, both formerly at AQR Capital, Truvius applies a fundamentals-driven systematic investment approach, utilizing thematic indices and actively managed multi-index models. The platform integrates a combination of traditional factors (ex: price momentum) and a large suite of on-chain signals to build diversified portfolios of around 30 assets, aiming to outperform the broader market.
As a tech-driven asset manager for digital assets, Truvius curates and actively manages portfolios for affluent clients. The platform streamlines the investment process: clients create an account, which is held with Anchorage Digital as the custodian, select from a suite of investment strategies, and have their portfolios automatically rebalanced by Truvius.
The firm has already secured pre-seed funding from notable investors, including Galaxy Digital and New Form Capital. Truvius has onboarded 20-30 investors in a closed beta to refine its trading and onboarding processes prior to launching publicly, and is positioning itself for additional venture funding to grow AUM and expand its product suite to meet the needs of cutting-edge wealthy investors, such as tax-aware investment strategies.
Important Disclaimer
This communication and the information contained herein is confidential and is intended solely for the information of the person to whom it has been delivered. It is not to be reproduced, used, distributed or disclosed, in whole or in part, to third parties without the prior written consent of Truvius. Neither Truvius nor any principal or agent guarantees or makes any representations as to the performance of any investment product, other investment vehicle or account managed by Truvius, the repayment of capital, income payments or any particular rate of capital or income return. All performance and risk targets contained herein are subject to revisions by Truvius and are provided solely as a guide to current expectations. There can be no assurance that Truvius’ strategy, or any of the investments shown herein will achieve any targets or projections, or that there will be any return on capital. Historic performance is not necessarily indicative of future performance, which could vary substantially.
The information presented herein, including, but not limited to, Truvius’ organizational structure, investment experience/views, returns or performance, investment strategies, risk management, market opportunity, representative strategies, portfolio construction, capitalizations, expectations, targets, parameters, guidelines, and positions may involve Truvius’ views, estimates, assumptions, facts and information from other sources that are believed to be accurate and reliable and are as of the date this information is presented, any of which may change without notice. Truvius has no obligation (express or implied) to update any or all of the information contained herein or to advise you of any changes; nor does Truvius make any express or implied warranties or representations as to the completeness or accuracy or accept responsibility for errors. The information presented is for illustrative purposes only and does not constitute an exhaustive explanation of the investment process, investment strategies or risk management. No person (other than Truvius and its principals and employees) has been authorized to make any statement concerning Truvius and any such statements, if made, may not be relied upon. This communication has been prepared from original sources and data believed to be reliable. However, no representations are made as to the accuracy or completeness thereof. Except where otherwise indicated herein, the information provided herein is based on matters as they exist as of the date of preparation and not as of any future date, and will not be updated or otherwise revised to reflect information that subsequently becomes available or circumstance existing or changes occurring after the date hereof. Certain information contained in the presentation may constitute forward looking statements, which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,” “target,” “project,” “estimate,” “intend,” “continue,” or “believe,” or the negative thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results or the actual performance of any investment product, other investment vehicle or account managed by Truvius may differ materially from those reflected or contemplated in such forward-looking statements. This document is being provided for informational purposes only, and is being communicated for the purpose of ascertaining levels of interest in the investment products offered by Truvius. These materials are not intended, and shall not be construed, as an offer to sell, or the solicitation of an offer to purchase, any security (including the investment products or any other vehicle or account managed by Truvius), the offer and/or sale of which can only be made by definitive offering documentation which will be provided to prospective investors in connection with any offering and which will contain material information that is not set forth herein, including risk factors relating to any such investment. All information, including projections and estimates, is subject to change without notice. Past performance is not necessarily indicative of future results. Please read our Form ADV Part 2A and Form CRS for more information.
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