Trivest Investment Advisors, LLC

RIASEC RegisteredEst. 2012

Total AUM

$6B

Discretionary

$6B

100% of AUM

Avg account

$316M

Accounts

19

Employees

100

Advisory reps

11

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

FINTRX

Overview

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

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Daniel Rogan
Chief Financial OfficerCRD 6343470
Sonia Lopez
Chief Compliance OfficerCRD 5069074

Contacts

3 of 9

Todd Jerles
PartnerCRD 4788568
Jorge Gross
Managing PartnerCRD 4430982
Andrew Wilson
Managing PartnerCRD 4252279

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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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