TRIVISTA CAPITAL, LLC
Firm details
- Headquarters
- IRVINE, California
- CRD number
- 309536
Firm profile
FINTRXOverview
Trivista Capital, LLC is a limited liability company that operates as a sponsor and general partner/ managing member of pooled investment vehicles. The firm is owner-operated (individual owner type) and is classified in the source data as unclassified. It does not identify itself as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser. Public registration details such as SEC registration year and fee structure are not provided in the available record.
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
Contacts
3 of 3Michael McSweeney
Managing PartnerCRD 7263538
Stuart Lowe
PresidentCRD 7263543
Timothy Ristoff
Managing PartnerCRD 7263541
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
IRVINE, CA
ORANGE
Location
IRVINE, CA
Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 18565 Jamboree Rd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
LOTUS DOMAINE MANAGEMENT LLC
Exempt Reporting AdvisorIRVINE, CA
RX3, LLC
Exempt Reporting AdvisorIRVINE, CA
IMPACT AMERICA MANAGEMENT, LLC
Exempt Reporting AdvisorIRVINE, CA
WILSHIRE FINANCE PARTNERS, INC.
Exempt Reporting AdvisorIRVINE, CA
YUANZHAN CAPITAL MANAGEMENT
Exempt Reporting AdvisorIRVINE, CA
OC CAPITAL MANAGEMENT LTD
Exempt Reporting AdvisorIRVINE, CA