TRIVANT CUSTOM PORTFOLIO GROUP LLC
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 129803
- Registered since
- September 13, 2019
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.69%
- Individuals10.68%
- Pension & Profit Sharing Plans4.35%
- Corporations / Businesses1.21%
- Charitable Organizations0.08%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Trivant Custom Portfolio Group LLC is a privately owned RIA that registered with the SEC in 2019 and focuses on fee-based portfolio management for individual, family and small business clients. The firm charges a percentage-of-AUM fee and manages portfolios directly rather than operating as a multi-manager capital allocator. Client coverage includes both high-net-worth individuals/families and institutional relationships. Trivant does not position itself as an active ESG investor and does not identify as a multi-state 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
Asset composition
- Exchange Traded Equities69%
- US Government Bonds16%
- Public Funds/Mutual Funds13%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1JOHN BARBER
Chief Investment OfficerCRD 2799248
Contacts
3 of 4DANIEL LAIMON
Managing MemberCRD 4739072
James Thompson
Investment SpecialistCRD 7352950
MICHAEL HARRIS
Managing MemberCRD 4699319
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$27.8M in ETFs
90%
$24.9M
0%
$2.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-5 YEAR TIPS BOND ETF (STIP) | BlackRock | Passive | Short Term Inflation Protected Bond | $9.3M | 89,914 | 33.44% |
Location
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 600 W Broadway
- Time zone
- PT (UTC-8)
- Office locations
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