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Building 2TRIVEST INVESTMENT ADVISORS, LLC

Map pinCORAL GABLES, FL
Phone305-858-2200
NotebookSEC #801-74049
Total AUM
$6B
Employees
100
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2811 PONCE DE LEON BLVD
SUITE 400
CORAL GABLES
FL 33134-6917
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
305-858-2200
Other Offices
1

ReceiptFinancials

Total AUM
$6B
Accounts
19
Discretionary
$6B
Accounts
19
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
19
AUM
$6B

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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