Triavera Capital LLC
Firm details
- Headquarters
- Larkspur, California
- CRD number
- 329548
- Registered since
- July 30, 2025
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Triavera Capital LLC is a privately held hedge fund adviser organized as an LLC and SEC-registered in 2025. The firm serves institutional clients and provides portfolio management for pooled investment vehicles, acting as sponsor, general partner and managing member for those vehicles. Its fee model includes a percentage-of-AUM component plus other fees. Triavera does not identify as an active ESG investor and is not registered as a multi-state adviser; it is focused on pooled-vehicle management rather than acting as a separate capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Tony Berta
CFOCRD 6631336
Contacts
1 of 1
Michael Kahn
Managing PartnerCRD 4225771
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Larkspur, CA
Marin
Location
Larkspur, CA
Headquartered in Larkspur, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 60 E Sir Francis Drake Blvd
- Time zone
- PT (UTC-8)
- Office locations
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