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%

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:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

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

Recent News



Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $6,094,118

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Private Funds



Employees