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 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

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

    Michael Kahn

    Managing PartnerCRD 4225771

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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