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TRIVEST INVESTMENT ADVISORS, LLC
CRD 161432 · SEC 801-74049
2811 PONCE DE LEON BLVD, SUITE 400, CORAL GABLES, FL, 33134-6917, United States
Phone
305-858-2200
Fax
305-285-0102
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.01B
Discretionary AUM
$6.01B
Team
100 total employees; 73 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-05
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 19 | $6.01B |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD