TRIVEST INVESTMENT ADVISORS, LLC
Total AUM
$6B
Employees
100Clients
19Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2811 PONCE DE LEON BLVD
SUITE 400
CORAL GABLES
FL 33134-6917
United States
SUITE 400
CORAL GABLES
FL 33134-6917
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
305-858-2200
Other Offices
1
Financials
Total AUM
$6B
Accounts
19Discretionary
$6B
Accounts
19Non-Discretionary
$0
Accounts
0
Clients
Pooled Vehicle Clients
19AUM
$6B
Services
Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.