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 an owner-controlled LLC that operates as a hedge fund manager focused on institutional clients. The adviser registered with the SEC in 2025 and reports advisory activity primarily as portfolio management for pooled investment vehicles. Triavera serves as sponsor, general partner and managing member of its pooled vehicles, and charges fees that include a percentage of assets under management plus other fee elements. The firm does not identify as an active ESG investor and is not described as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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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