# Triavera Capital LLC

> Triavera Capital LLC is an SEC-registered investment advisory firm in Larkspur, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 329548
- Filed as: TRIAVERA CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Larkspur, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329548
- AdvisorCensus page: https://advisorcensus.com/firm/triavera-capital-llc-larkspur-ca-329548

## Quick answers

**How is Triavera Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Triavera Capital LLC reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Triavera Capital LLC located?**
Triavera Capital LLC's principal office is in Larkspur, CA, according to its Form ADV.

**Is Triavera Capital LLC registered with the SEC or a state?**
Triavera Capital LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 329548.

**How much does Triavera Capital LLC manage?**
Triavera Capital LLC reports $220,576,656 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Triavera Capital LLC's assets and staff changed since 2024?**
In the Form ADV data for Triavera Capital LLC: Regulatory assets under management: $198,659,837 in the October 2025 data and $220,576,656 in the October 2026 data, up 11%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Triavera Capital LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Triavera Capital LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329548

**What changed in Triavera Capital LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $198,659,837 to $220,576,656 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $220,576,656
- Discretionary: $220,576,656
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $220,576,656 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | Not reported | January 19, 2024 |
| October 2025 | $198,659,837 | 1 | July 21, 2025 |
| October 2026 | $220,576,656 | 1 | March 27, 2026 |

Regulatory assets under management: $198,659,837 in the October 2025 data and $220,576,656 in the October 2026 data, up 11%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $198,659,837 to $220,576,656 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Triavera Capital LLC (CRD 329548): Form ADV filing data as of October 2026.