TRIVEST INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- CORAL GABLES, Florida
- CRD number
- 161432
- Registered since
- March 30, 2012
- Website
- www.trivest.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Trivest Investment Advisors, LLC is organized as an LLC and operates as a private equity fund adviser serving institutional investors. The firm acts as sponsor and general partner on pooled investment vehicles and provides portfolio management for those funds. Its fee model combines a percentage-of-assets component with performance-based fees. Trivest reports that it integrates environmental, social and governance (ESG) considerations into its investment process.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
2 of 2DANIEL ROGAN
Chief Financial OfficerCRD 6343470
SONIA LOPEZ
Chief Compliance OfficerCRD 5069074
Contacts
3 of 9TODD JERLES
PartnerCRD 4788568
JORGE GROSS
Managing PartnerCRD 4430982
ANDREW WILSON
Managing PartnerCRD 4252279
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CORAL GABLES, FL
MIAMI DADE
Location
CORAL GABLES, FL
Headquartered in CORAL GABLES, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 2811 Ponce de Leon Blvd
- Time zone
- ET (UTC-5)
- Office locations
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