TRIAVERA CAPITAL LLC

RIASEC RegisteredEst. 2025
Total AUM
$221M
Discretionary
$221M
100% of AUM
Avg account
$110M
Accounts
2
Employees
1
Advisory reps
2

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

FINTRX

Overview

Triavera Capital LLC is an SEC-registered investment adviser (registered in 2025) organized as a limited liability company and structured as a hedge fund manager that serves institutional clients. The firm provides portfolio management for pooled investment vehicles and acts as sponsor, general partner and managing member of those vehicles rather than functioning as a capital allocator to third-party managers. Fee arrangements include a percentage-of-assets component plus other fees. Triavera does not position itself as an ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Tony Berta

    CFOCRD 6631336

Contacts

1 of 1
  • MICHAEL KAHN

    CRD 4225771

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth