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Building 2TRIVEST CAPITAL MANAGEMENT INC

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Phone805-569-5622
NotebookSEC #801-44831
Total AUM
$22.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
805-569-5622

ReceiptFinancials

Total AUM
$22.5M
Accounts
14
Discretionary
$22.5M
Accounts
14
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Individual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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