TRIVIUM CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- LOGAN, Utah
- CRD number
- 329786
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Trivium Capital Partners, LLC is a small, privately owned investment adviser organized as a limited liability company that serves institutional clients. The firm’s advisory activity centers on portfolio management for pooled investment vehicles rather than individual retail accounts. It charges fees as a percentage of assets under management and is not positioned as a capital allocator or pension consultant. Trivium reports an affiliation with a law firm and is not an active ESG investor or a multi-state 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
1 of 1Michael Jewell
Chief Compliance OfficerCRD 7856974
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LOGAN, UT
CACHE
Location
LOGAN, UT
Headquartered in LOGAN, UT, in the West of the United States.
- Region
- West
- County
- CACHE
- Address
- 965 S 100 W
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
BEACON FINANCIAL PLANNING, LLC
RIALOGAN, UT
RILEY S. CROSBIE ADVISORY, LLC
RIALOGAN, UT
WASATCH INVESTMENT FUND MANAGER, LLC
RIALOGAN, UT
WASATCH EQUITY PARTNERS
RIALOGAN, UT
CACHETECH
RIALOGAN, UT
ADAMS WEALTH ADVISORS
RIALOGAN, UT