TRIVANT CUSTOM PORTFOLIO GROUP LLC

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Adviser Profile
As of Date 03/15/2024
Adviser Type - Large advisory firm
Number of Employees 4 -33.33%
of those in investment advisory functions 4 -20.00%
Registration California, Terminated, 10/27/2019
Other registrations (1)
AUM* 195,312,602 15.81%
of that, discretionary 195,312,602 15.81%
Private Fund GAV* 6,094,118 -1.76%
Avg Account Size 392,194 -0.47%
% High Net Worth 49.71% -4.14%
SMA’s Yes
Private Funds 1
Contact Info 619 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
179M 154M 128M 102M 77M 51M 26M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$6,094,118

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