TRIVEST INVESTMENT ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$6,011,200,759
Discretionary
$6,011,200,759
Non-discretionary
$0
Firm details
- CRD number
- 161432
- SEC file number
- 801-74049
- Main office
- CORAL GABLES, FL, United States
- Employees
- 100
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.