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 organized as an LLC and operates as a private equity fund manager focused on institutional clients. The firm has been SEC-registered since 2014 and provides portfolio management for pooled investment vehicles while also serving as sponsor/GP and acting in CPO/CTA capacities. Fee arrangements combine asset-based fees with performance-linked compensation. Trive is identified as an active ESG investor and is not structured as a capital allocator; it is not a multi-state or newly formed adviser.
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 5DAVID 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 McKinney Ave
- Time zone
- CT (UTC-6)
- Office locations
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