Trive Capital Management LLC
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 166910
- Registered since
- July 10, 2014
- Website
- www.trivecapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Trive Capital Management LLC is an SEC-registered limited liability company formed in 2014 that operates primarily as a private equity manager serving institutional clients. The firm acts as sponsor/GP and provides portfolio management for pooled investment vehicles; it is also identified as a CPO/CTA. Its fee model combines a percentage-of-AUM charge with performance-based compensation. Trive reports being an active ESG investor and is not structured as a capital allocator to third-party programs — instead it runs and sponsors its own pooled funds while also engaging with other investment-adviser and operating roles tied to those vehicles.
Assets & Accounts
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
3 of 3Stephen Yoost
Chief Operating Officer & PartnerCRD 6933157

Elizabeth Deluca
General Counsel & Chief Compliance OfficerCRD 6461104

Kimberly Whitener
Chief Financial OfficerCRD 6907978
Contacts
3 of 5
David Stinnett
PartnerCRD 5273167

Blake Bonner
PartnerCRD 5573703

Christopher Zugaro
Partner and Co-FounderCRD 6178244
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 2021 Mc Kinney Ave
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Disruptive Technology Advisers LLC
RIADallas, TX
Sixth Street Lending Partners Advisers, LLC
RIADallas, TX
Tolleson Private Wealth Management
RIADallas, TX
Merewether Investment Management, LP
RIADallas, TX
Level Four Advisory Services
RIADallas, TX
Txre Advisers, LLC
RIADallas, TX