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TRIVEST INVESTMENT ADVISORS, LLC

dba TRIVEST INVESTMENT ADVISORS, LLC · CRD 161432 · Registered Investment Adviser

Custody via related personManages private funds

TRIVEST INVESTMENT ADVISORS, LLC is a Registered Investment Adviser headquartered in CORAL GABLES, FL. The firm reports $6,011,200,759 in regulatory assets under management across 19 accounts, and manages 19 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$6,011,200,759
Non-discretionary$0
Total RAUM$6,011,200,759
Accounts19

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 161432. adviserinfo.sec.gov/firm/summary/161432.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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